With our team of specialists, we help you with practical, effective strategies to grow and protect your wealth.
Business owners and managers especially will appreciate the expertise we bring. Our particular areas of focus are:
A graduate of McGill Univesity, Sandy is Founder and Principal at Trimaran Financial. Sandy is a Financial Advisor specializing in financial, estate, and retirement planning for more than 25 years. She partners with her clients to help them control and protect their life's work by making wise choices. Working collaboratively with her client's professional advisors, Sandy provides clarity to identify the best solutions to help self-employed professionals and business owners find the right solutions to implement and achieve their financial security and independence goals.
Margot practices in the area of civil litigation, focusing on commercial, construction and estate law related issues. Margot is a member of the firm's Construction Law and Financial Loss Recovery practice groups. Fluently bilingual, Margot represents both Francophone and Anglophone clients and argues matters before the courts in both official languages.
Margot attended the University of Ottawa, where she obtained her Bachelor's degree in Political Science in 2007 and graduated from the Faculty of Law in 2010. After articling for Doucet McBride LLP in 2010-2011, she joined the firm as an associate following her call to the Ontario Bar in June 2011.
Prior to 2010, Margot developed experience in various legal positions with the federal public service in areas of program delivery and policy, including with the Department of National Defence with the Office of the Judge Advocate General (JAG), the Office to the Secretary to the Governor General of Canada (OSGG), and Transport Canada (TC).
A proud member of the Ontario Bar Association and the County of Carleton Law Association, Margot also delights in supporting a variety of Eastern Ontario and capital area community groups and events.
Outside the office Margot enjoys golf, volleyball, yoga, entertaining family and friends, as well as spending quality time traveling with her husband.
Barak has been with Investors Group as a client since 2000, and became a consultant in 2006. Since becoming a Consultant, Barak has attained his CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), and CHS (Certified Health Insurance Specialist), CPCA (Certified Professional Consultant on the Aging), and RRC (Registered Retirement Consultant) . As a Senior Finanical Consultant with Investors Group, Barak is able to provide the following services: Cash Management, Insurance Planning, Investment Planning, Retirement Planning, Estate Planning, and Tax Planning. Barak has extensive knowledge in Real Estate Investing as well since he has invested extensively in Real Estate since he almost 20 years of Real Estate investing experience. Feel free to call Barak for any of your Financial manners.
With over 16 years of industry experience - Business Development specialist, National PHSP specialist and Insurance marketing and sales. Advisor to financial advisors and experienced financial professional in risk management. Past Certified Professional Consultant on Aging.
been providing reliable financial advice to business owners and their families
for 22 years. At The Renna Financial Team, the slogan "Your dream, our
commitment" lies at the centre of our exceptional service and consultations.
Her clients are given comprehensive, personalized plans that helps save for
their dreams, enjoy their lives, and guide them towards their financial goals.
I have been a Financial Planner (CFP) since 2002. I also have a business degree BComm and my Financial Divorce Specialist designation. I believe an Advisors greatest value is the planning done in the gap between the accountant and the lawyers. I specialize in bringing the best of the two together to ensure my clients are well prepared for their future regardless of their age.
Mimi has been helping clients in the Life Insurance and Investment Industry for 35 years. She is committed to helping her clients in the areas of protecting their family's financial future, planning for their financial needs through every one of their life stages, and assisting clients with their Estate Planning.
As a Certified Executor Advisor Mimi helps her clients and their Executors with the process, before and after death, with the goal of a smoother process when death occurs.
At a time when death occurs it is better to have an advisor by your side.
A POA, Care Giver and Executor nine times in my personal life, and over 20 in my profession, I have walked in those shoes. Over 60 years of living, working and playing in Toronto and the surrounding area, I bring decades of experiences as a real estate broker, ownership (in whole or part) in several real estate companies- Keller Williams- as well as years of dealing with seniors, their families and estates in these capacities.
A Master-ASA (Accredited Senior Agent) as well as a coach and trainer, in business and sports, I think like an entrepreneur, plan like a professional and act like a friend. My unique ability is compassion in identifying the key problem areas and offering several stress-free, fun solutions.
I have been named Executor for estates totalling over $15M. I have settled estates in Canada and the US which involved selling property, liquidating assets and dealing with financial/investment accounts on both sides of the border while managing beneficiaries in over 10 different countries. I have recently launched a business, Estate Consulting www.estateconsulting.ca and Executor Help www.executorhelp.ca to assist people named as Executor with the entire process of the estate administration. I have worked in the financial services industry including brokerage, fixed income sales and trading and investment counsel for over 30 years. I have an MBA in Finance and Real Estate from the University Of Michigan in Ann Arbor. Since I have handled complicated estates I understand the financial issues as well as the time consuming nature of estate administration and would like to assist Executors with this important task.