Trillium Wealth Management

Investment Management • Ottawa, Ontario, Canada • 1-10 Employees

Company overview

Headquarters	360 Albert St, suite 1100, Ottawa, Ontario K1R 7X7, CA
Website	trilliumwealthmanagement.ca
NAICS	5231
Keywords	Wealth Management, Retirement Planning, Investment Management, Portfolio Management, Estate Planning, Cashflow Planning
Founded	2016
Employees	1-10

Key Contacts at Trillium Wealth Management

Kosala Udumalagala

Director

Suresh Kumar

Director

Ags Nair

Owner

About Trillium Wealth Management

At Trillium Wealth Management we work to provide comprehensive wealth management advice and solutions to individuals, business owners and families. We are committed to providing exceptional service and work with our clients to create personalized wealth and retirement plans to help build and protect their financial futures and legacies. The cornerstone of our business is the personal relationship with each client. This relationship is built on trust, regular communication and a detailed understanding of the client’s needs. By working with our team and other TD Wealth specialists, we are able to address the entirety of our clients’ investment, wealth, and retirement needs, as well as wealth protection, insurance solutions, estate planning and trust services. As a team, Geri and Jayme have over 30 years of investment management experience. Together, it is our privilege, and honour, to provide customized solutions to every one of our clients.

Trillium Wealth Management revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Entry

Founder/Owner

Funding Data

Trillium Wealth Management has never raised funding before.