Financial, Insurance, Estate, Tax & Business Succession Planning



780 962 2008


Trentini Financial Inc. 

Trentini Financial Inc. is a boutique Financial, Insurance, Estate, Tax & Business Succession Planning firm, focused on the needs of successful entrepreneurs, professionals and their families.

Through innovative and creative financial, insurance tools and strategies best utilized in tax, estate and succession planning, we work collaboratively with a client’s’ other professional advisors or bring together the team they need, and custom design holistic, integrated plans that significantly enhance results.

When Entrepreneurs, Professionals and Families in Business work with

us …

  • Emergency Planning cared for immediately
  • Risk is Managed
  • Businesses Survive
  • Successions are Successful
  • Families are Financially Healthy
  • Assets are Preserved When Health Fails
  • Taxes are Minimized or Eliminated
  • Estates are Protected & Enhanced
  • Charities are Benefited and Legacies are Funded

The important issue is:

Having a trusted advisor to quarterback the process and ensure things get done

Most every business owner has a lawyer, an accountant, a financial advisor and an insurance advisor. However, as we go through our holistic approach to planning, we usually uncover what would result in “unintended results.”  The transactions individually are usually good transactions, however be aware that your individual advisors are not collaborating together and coordinating their transactions for your overall, holistic benefit.


You Are Not Alone

Estate & Business Succession can be a complex process.
If you find yourself overwhelmed, intimidated or confused, you are not alone.


Business Succession Planning


Estate Planning Analysis & Insurance Services


Mayo Clinic Review (Multi-Disciplined Team Approach)


Basic Investments & HNW

Private Wealth Management


Tax Minimization or Elimination Strategies


Philanthropic Planning