Our Approach

Commitment to Service

Tim, Laura and the team know that your time is valuable, that’s why we always strive to provide the best possible service and support. Crucial to ensuring your financial success is our free step-by-step financial planning process.

As discretionary Portfolio Managers, we develop an investment mandate known as an Investment Policy Statement or IPS. A personalized IPS sets out your investment goals and describes the investment strategies that are suitable to meet your objectives. It also takes into account your specific needs, including risk tolerance, time horizon and investment philosophy and is the basis upon which we select an appropriate mix of investments and make discretionary adjustments to your portfolio.
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Your Investment Policy Statement

We develop your Investment Policy Statement by using this 5-step process:

Trian Private Wealth Counsel Investment Policy Statement chart

What Our Clients Are Saying

Because of Tim’s integrity and trustworthiness, I’ve enjoyed doing business with him for many years. His advice has been beneficial to me personally, to our company, and to our Group Registered Retirement Savings Plan which he manages.
Kenneth K.W. Y., Toronto, ON

We moved our accounts to Tim and Laura Trian because we weren’t getting the depth of planning we wanted – that they now provide. Their credentials, personal service and integrated team approach provides us with the comfort we were looking for…
Lorne and Christine T., Orillia, ON

… As a result of their focus on tax strategies and thorough understanding of our financial picture, they were able to unearth some welcome tax relief that would have otherwise gone undetected by our previous advisors. We are happy we made the move and would recommend them with confidence.
Lorne and Christine T., Orillia, ON