Compare the Difference (You can either print this and fill it out or review it online)
Provided by Current Advisor?
Provided by Trian Private Wealth Counsel
Qualifications of Team
Chartered Financial Analyst (CFA)
Yes
Chartered Professional Accountant (CPA)
Yes
CERTIFIED FINANCIAL PLANNER®
Yes
Tax Planning Specialist
Yes
Estate Planning Specialist
Yes
Estate Planning Lawyer
Yes
Services
Professional Financial Planning
Yes
Risk Management - Investment & Tax
Yes
Portfolio Review
Yes
Estate Planning Review
Yes
Income Tax Review
Yes
Insurance Reviews - Life, DI, CI
Yes
Legals for Life, Wills & Trusts
Yes
Income Tax Return Preparation
Yes
Value Added Service
Regular Client Seminars
Yes
Monthly Newsletter (email)
Yes
Quarterly Newsletter (print)
Yes
Quarterly Performance Reports
Yes
Quarterly Reviews
Yes
Third Party Manager Reviews
Yes
Other Services and Features
Independent Financial Advice
Yes
Non-Proprietary Product Search and Recommendations
Yes
My current financial advisor scored:
__/22
22/22
At Trian Private Wealth Counsel, we are committed to maintaining these 22 points of service DIFFERENTIATION. If you feel that your current advisor, bank or brokerage is not providing you with this level of service, perhaps it's time to UPGRADE your level of service. Please contact us to arrange a complimentary and confidential financial review.