Local: 647-447-8809 Toll Free: 1-877-219-3330

see TAX FREE SAVINGS ACCOUNT Self-directed "TFSA" plan

  • Broker TFSA Plan
  • Alumni Association TFSA Plan

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Health & Dental Insurance

Private Health Services Plan "PHSP"



Guaranteed Issue Life & Seniors Life Insurance



All Critical Illness and Cancer Insurance supplied by IA Excellence Life Insurance Company

  • ProhealthCancer "GUARD"


The Canadian Real Estate Professionals Insurance Program

Why Choose the Broker Association Plan?

The Broker Association Plan was initially introduced over 30 years ago under OREA/TREB when Trillium Group acted on behalf of the Canadian Real Estate Association for 10 years as their Insurance Consultant. Back then the program was designed to specifically address the needs of small-to-medium sized firms. With the introduction of the new plans in 2004, Trillium Health Services now provides coverage for over 4,500 individuals just like you. We provide comprehensive coverage on an individual or group office basis, now across Canada with our partnership with PlanDirect's coverage underwritten by Great-West Life, one of Canada's leading insurance companies.

Some of the more important plan features:

2. Coverage can not be cancelled even if you leave the business
3. More Flexibility and OPTIONS to choose from
4. Portable across Canada
4. All coverage including Prescription Drugs continue beyond age 65 and 70.

NEW BROKER ASSOCIATION SELF-DIRECTED TFSA, ADMINISTERED BY "Community Trust” is now available for all members which is designed to hold Real Estate Investment Offerings. With over 10 years of experience in the financing and real estate development markets, along with powerful corporate partners to handle the key aspects of every project. Because of this, they are able to provide investors with attractive investment opportunities. Investment RETURN vary based upon project. Please refer to LINK in site for latest project and RETURN’S.


About Trillium

Trillium Wealth Management, Trillium Health Services and Trillium Life Insurance are three distinct professional services organization under one common umbrella. Each organization specializes in providing unique programs for entrepreneurs, self employed professionals and small business owners. As Canada’s #1 Individual consulting firm serving thousands of customers across Canada, one unique approach in Trillium Wealth Management will be to provide individuals with a convenient self-direct TFSA administered by Community Trust, which is a member of the Canada Deposit Insurance Corporation (CDIC) protecting client’s deposits and approved by CRA “Canada Revenue Agency” guidelines.

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Privacy Policy Trillium Wealth Management is committed to respecting the privacy and confidentiality of information it receives, in accordance with Trillium Wealth Management Privacy Guidelines, and applicable law. Trillium Wealth Management has established and will continue to maintain reasonable safeguards to protect the security and confidentiality of personal information.

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Contact Info

Trillium Wealth Management
2 St. Clair Avenue West, Suite 1800
Toronto, ON
M4V 1L5

Phone: 647-447-8809
Toll Free and Fax: 1-877-219-3330

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