At Trian Private Wealth Counsel we believe that effective Wealth Management can only be achieved through Risk Management and the complete integration of Investment, Tax, Estate and Legal specialists working together to optimize your financial goals and objectives.
As Executive Director, Private Client Group and Portfolio Manager, Tim has been successfully providing sound financial advice and superior service to clients since 1985. He is recognized as an expert on the areas of Investment, Retirement and Estate Planning.
Tim's education and experience speak for themselves. He obtained his B.A. in Economics from the University of Toronto and while there, completed the required courses for Securities, Options and Futures licensing. Tim started his career with a major international brokerage firm in 1985 and then trained on Wall Street. In 1990, he earned what is recognized as the investment industry's most rigorous and highest professional designation, that of the Chartered Financial Analyst.
Tim is one of Canada's leading Investment Advisors and is amongst a select few Canadian Advisors with the CFA designation. Tim is also registered as a Portfolio Manager and as such is dedicated to remain current and keep pace with the changing investment theories and money management techniques. He participates in the CFA accreditation program and is a member of the investment community's most respected organization, the Toronto Society of Financial Analysts. He is also a member of the Association for Investment Management and Research in Virginia. There are not too many advisors who hold such high level designations and licensing, which gives Tim the ability to provide an "upgraded" level of service to his clients. Clients of Trian Private Wealth Counsel are afforded professional portfolio management utilizing institutional style investment management techniques in a very personable environment.
Tim takes his role very seriously and has dedicated himself to his clients' success. He strives to achieve professional excellence in every facet of his practice and, as a CFA, is committed to the highest standards of professional conduct.
Laura brings valuable experience and extensive training as a tax specialist to the team. She obtained her B. Comm. from the University of Toronto and CPA, CA designation with Touche Ross (now Deloitte & Touche). To further qualify herself as a tax specialist she completed the Canadian Institute of Chartered Accountants' (CICA) In Depth Tax Specialist* Program. As a tax specialist she provided valuable tax planning services to personal and corporate clients.
Prior to joining the team as Vice-President and Treasurer of an international public leasing and finance company, she managed multi-million dollar corporate cash and investment accounts.
Laura has obtained her CERTIFIED FINANCIAL PLANNER® designation. The CFP® identifies individuals who are dedicated to a high level of professionalism in providing financial planning advice. The CFP® license assures the public that those planners have agreed to adhere to the high standards of competence and ethical practice as set out by the Financial Planners Standards Council. Laura is fully securities licensed as an Investment Advisor, and holds her Level II Life Insurance License.
Laura's expertise on tax minimization, tax planning and estate planning strategies truly makes Trian Private Wealth Counsel stand out from the rest. She believes that tax strategies are the key to wealth maximization and is passionate about helping clients maximize their tax planning to ensure they keep more of their after tax earnings.
*HollisWealth, its subsidiaries, or its affiliates, does not provide any income tax preparation service and does not supervise or review any income tax returns.
Our experienced and dedicated team shares the same commitment to providing superior investor and client services. Both Sandi and Angelika possess strong organizational and problem solving skills while paying particular attention to detail. They are here to always ensure clients receive efficient and courteous service.
The investor services team is responsible for all administrative duties including managing all trades, processing client investment orders, timely follow ups, and most importantly, ensuring all client concerns and queries are resolved effectively and efficiently.
Sandi and Angelika are responsible for existing client contact, and providing support for those who have questions or require information. They also handle new business development where they are the first contact for potential clients, organizing client reviews and referral appointments. Both have many years of experience in customer service
Tim Trian and Laura Trian act as "quarterbacks" in the financial and estate planning process, working closely with other professionals to ensure all financial and personal objectives are understood and met. Other key professionals working with Trian Private Wealth Counsel include:
The Estate Planning Specialist
The role of the Estate Planning Specialist is to provide valuable supplemental expertise in the area of Estate Planning.
Our Specialist works with our clients to ensure they can leave a legacy of wealth for generations to come, at minimum cost to them. Strategies are also implemented to prevent the forced liquidation of cherished assets in Estate wind-up, and, where applicable, prevent spendthrift beneficiaries from wasting their inheritance.
The Estate Planning Lawyer
From a legal perspective, the cornerstones of any solid Estate plan are two Powers of Attorney and a properly drawn will. Our Estate Planning Lawyer provides clients with legal services that may include the provision of Wills, Powers of Attorney, Trusts, and other legal services where required.
It is their role to ensure that all "Legals for Life" are in place to provide peace of mind for our clients and their families and that they are consistent with all other areas of planning.
The Chartered Professional Accountant (CPA) is one of Canada's premier business and financial designations. CPAs are recognized throughout the world for their high professional standards, competence, integrity and commitment to serving the public interest. Some people think Chartered Professional Accountants only do audits, accounting and taxes; they do much more than this. They are integral in the management of small and large businesses as well as personal financial issues. Areas of specialization are diverse; one of particular note is the In Depth Tax Program offered through the Canadian Institute of Chartered Accountants.
Chartered Accountants certified as Specialists in Taxation are recognized by the business world as leading providers of Taxation services and by the profession as the resource for consultation on complex and specialized tax matters. This designation is obtained through a rigorous three-year tax program including theory and practical experience in all tax matters. Their body of knowledge includes taxation of individuals, corporations, trusts and estates.
Successful investors recognize the importance of education and knowledge when it comes to managing financial assets. But while they may spend countless hours learning about markets, securities, and associated risks, investors often overlook the qualifications of the professionals whom they hire to manage their money. If you work with investment advisors, they will have access to the most personal details of your finances, so their credentials should matter to you. There are a number of reputable and helpful credentials that financial professionals in different disciplines may hold, but none is as rigorously focused on investment knowledge as the Chartered Financial Analyst TM (CFA®) designation. Understanding the significance of the CFA charter - and what is required of investment professionals in order to hold it - can be useful information when choosing an investment advisor.
The backbone of the CFA Program is a three-level, three-year examination that measures not only a candidate's understanding of a multi-disciplinary, globally relevant Body of Knowledge TM, but also his or her ability to apply this knowledge to the investment decision-making process. A distinguishing characteristic of the program is its uncompromising emphasis on analysis and the application of financial knowledge across core areas of the investment process, particularly in securities valuation and portfolio management. A relevant and evolving curriculum, rigorous examinations, and a stringent Code of Ethics have been hallmarks of the CFA Program throughout its history.
Financial Planners deal with one of the most personal and sensitive aspects of people's lives; their financial security. As a result, trust is at the heart of the relationship - trust in the planner's competence, integrity and objectivity, and trust that the planner will act first and foremost in your best interests.
The CFP® mark identifies individuals who are dedicated to a high level of professionalism in providing financial planning advice. In the absence of uniform government regulation of financial planners, the CFP® credential assures the public that those financial planners who are CFP® licensees have agreed to adhere to high standards of competence and ethical practice as set out by the Financial Planning Standards Council (FPSC).