Verified recordFinancial Services

Amanda Trian

Insurance Advisor at Trian Private Wealth Counsel

Based in Toronto, Canada

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Seniority

Staff

Department

Sales & Business Development

Location

Toronto

Industry

Financial Services

Company size

1

Contact information

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Email

1 credit

a•••••••@trianprivatewealth.com

Phone

5 credits

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Background

About Amanda Trian

My core values consist of integrity, accountability, and being present. At Trian Private Wealth Counsel, iA Private Wealth Inc, we help business owners and professionals minimize their taxes and retire comfortably through our 4 Pillar Model. As a holder of the Chartered Financial Analyst (CFA) Designation, I am committed to highest ethical standards for my clients. We provide truly independent, unbiased investment advice. I see firsthand the positive impacts that our integrated wealth management approach has on our clients’ lives. When you partner with us you receive a customized approach to: – Wealth Management Solutions – Retirement Income Planning and Intergenerational Wealth Transfer - Its a Family Affair – Tax-Free Wealth Transfer – Cross-Border Services – Women & Investing At TPWC you receive a comprehensive and effective plan to achieve your financial goals, while minimizing your tax burden. It all starts with an initial call to understand you. When I am not helping my clients, I am spending time with family and friends, working out, playing tennis, or walking through the park! Reach out to me directly, email me at amanda.trian@iaprivatewealth.ca, or call at 905-829-0600. Book a call here: https://calendly.com/trian-private-wealth-counsel/ask-anything-session Insurance products and services are offered through Trian Financial Corp, an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund. iA Private Wealth is a member of IIROC and the Canadian Investor Protection Fund. iA Private Wealth (USA) Inc. is a registered investment adviser with the SEC. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Adviser believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated. Please visit the following page for further disclosures related to iA Private Wealth (USA) Inc:

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