Business Details
Trusted Financial Advisers for Family Businesses in Ottawa
At Trimaran Advisory Group, we specialize in guiding family business owners and self-employed professionals through complex wealth and legacy planning. Our approach prioritizes understanding clients' values, vision, and goals before addressing quantitative strategies. With decades of combined experience, we focus on creating tailored solutions for business succession, estate planning, and financial independence. Our team collaborates with legal, tax, and investment professionals to ensure comprehensive, actionable plans. We emphasize clarity, control, and long-term sustainability, helping clients protect their hard-earned assets while maintaining family harmony.Our strategic wealth process fosters meaningful conversations to identify priorities and implement decisions effectively. Through ongoing reviews, we adapt plans to evolving personal and business circumstances. Recognized for our client-centric philosophy, we serve as trusted advisors who combine technical expertise with deep empathy for the unique challenges faced by entrepreneurs.
Services
Family Business Planning
Legacy & Estate Planning
Tax Funding Solutions
Succession Planning
Wealth Transfer Strategies
Asset Protection
Critical Illness Protection
Financial Independence Planning
Corporate Insurance Audits
Philanthropy Planning
Highlights and features
- We implement a Strategic Wealth Process focused on qualitative understanding before quantitative solutions
- Our team includes CFP, CLU, TEP-certified advisors with specialized expertise in family business dynamics
- We collaborate with your existing legal, tax, and investment professionals for comprehensive planning
- Our approach emphasizes long-term sustainability and family harmony in wealth transfer strategies
- We provide actionable implementation support to ensure plans achieve measurable results
Associations and certifications
- Advocis
- Financial Planners Standards Council (FPSC)
- Society of Trust and Estate Practitioners (STEP)
What people say
Trusted personal friend
Excellent communication skills
Understand client history
Air of trustworthiness
Help achieve goals efficiently
Services
Family Business Planning
We help family businesses create continuity plans that address leadership transitions, governance structures, and wealth distribution. Our approach ensures business sustainability while maintaining family relationships. Services include buy-sell agreements, key executive protection, and strategic succession frameworks.
Legacy & Estate Planning
Our estate planning services focus on preserving wealth across generations through tax-efficient strategies. We develop customized plans for asset protection, philanthropy, and family legacy preservation while ensuring compliance with legal requirements and personal values.
Tax Funding Solutions
We design tax-efficient funding mechanisms for business transitions and estate planning. Our solutions include corporate life insurance strategies and asset conservation techniques that minimize tax liabilities while maintaining financial security for business owners.
Financial Independence Planning
We help entrepreneurs achieve financial independence through personalized investment strategies and income protection plans. Our services include retirement planning, disability insurance, and critical illness coverage tailored to self-employed professionals' unique needs.
Corporate Insurance Audits
We conduct comprehensive reviews of business insurance policies to ensure adequate protection against risks. Our audits identify coverage gaps and recommend cost-effective solutions for business loan protection, key person insurance, and employee benefits.
People
Sandra Pollack
Founder & Principal
CFP, CLU, TEP-certified advisor with extensive experience in family business dynamics. Graduated from McGill University and has served on multiple community boards. Specializes in values-driven wealth planning.
Samantha Duncan
Director of Client Experience
Honours BA graduate in English with expertise in client servicing and legacy program development. Manages day-to-day client needs while focusing on personal values-driven planning solutions.
Mia
Chief Emotional Officer
Office mascot who provides emotional support and welcomes clients with enthusiasm. Contributes to a positive client experience through her friendly demeanor and office presence.
Questions
What services do you offer for family business owners?
We provide succession planning, estate strategies, and wealth transfer solutions tailored to family businesses.
How do you help self-employed professionals plan for financial independence?
We analyze income needs, implement tax-efficient strategies, and create personalized wealth management plans.
What is your Strategic Wealth Process?
Our framework clarifies values, identifies priorities, and implements customized solutions through collaborative planning.
How do you handle multi-generational business transitions?
We develop governance structures, equalization strategies, and tax-efficient succession plans to maintain family harmony.
Can you work with my existing advisors?
Yes, we collaborate with accountants, lawyers, and investment professionals to ensure comprehensive planning.
What makes your approach different from other financial advisors?
We prioritize qualitative understanding of family dynamics before quantitative solutions, ensuring more sustainable outcomes.
