Trimaran Advisory Group
Trimaran Advisory Group is an Ottawa-based financial advisory practice built on the understanding that each family business has its own unique set of values and issues. Founded by Sandy Pollack in 1997, Trimaran Advisory Group was previously known as Trimaran Financial Ltd. After a rebrand in 2022, Trimaran Advisory Group now focuses on offering Canadian companies advisory services, family business planning, single-purpose planning, and legacy/estate planning. Our trusted team takes the time to understand your why by listening and asking the real questions around business, family and legacy in order to clearly identify your values, vision, and goals.
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- SD
Samantha Duncan
Director of Client Experience · Customer/Client Service
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Sandy Pollack
Founder and Principal · General Business & Management
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3 distinct titles indexed · top 3 shown.
- 1administrative and client service associate
- 1director of client experience
- 1founder and principal
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