About Us
After graduating from McGill University, Sandra Pollack found herself entering an industry in great turmoil. After meeting with numerous self-employed professionals and business owners, it became apparent that many of the issues they experienced as a result of their success were never really resolved to their satisfaction. The lack of time due to increasing demands from their practices, businesses and families, and lack of communication among professional advisors and financial institutions left many individuals feeling like they had put “band aids” on their planning, yet never felt fully in control of their affairs or truly satisfied. In many cases, they preferred to put recommendations on the back burner, for fear of making a decision that would jeopardize their control over what they had worked so hard to achieve.
Self-employed professionals and entrepreneurs are especially unique. They feed many families, both directly and indirectly. This special group of people are constantly barraged with competitive issues and economic complexities yet maintain a deep sense of responsibility for their families and those whom they employ. The weight of these responsibilities may sometimes feel overwhelming. Sandy has made it her mission to empower business owners as they navigate the financial planning process.
What we Do
At Trimaran, we understand those pressures and have built a financial advisory firm based on the appreciation that each family business has its own unique set of values and issues.
Our priority is to understand first, and this has been the basis of creating deep relationships that extend well beyond generations.
Besides helping our clients protect their wealth and strengthen their balance sheets, our team knows that it takes a very different kind of advisory firm and different level of discretion for our clients to share what is most important to them. More and more entrepreneurs and self-employed professionals rely on Sandra and our professional team to share our perspective and advice as it relates to unravelling the complexities that success and wealth bring.
Along with a caring team of client experience associates who go above and beyond in creating a values-based financial advisory practice, we work to foster deep client relationships, while ensuring confidentiality and discernment.