Compare the Difference
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	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.