Trentini Financial is a boutique advisory firm delivering cost effective and tax efficient solutions to an entrepreneur’s estate and succession planning challenges.
The Estate & Business Succession Planning approach provided by our firm, has helped many private businesses to be successfully transitioned, their estates preserved and enhanced and opportunities capitalized on.
Our unique and comprehensive service combines all important aspects of your personal, family, financial and business circumstances in one overall coordinated “multi-dimensional” planning process. Objectives are achieved by first fully understanding the situation and family dynamics, then utilizing creative planning knowledge and incorporating advanced tax and insurance strategies to ensure the Estate and Succession Plan is the best it can be. An integrated “game plan” is created that identifies options and opportunities that would not otherwise be obvious and ensures a family can keep both the value and the values that the founders have worked hard to build.
Jane Trentini 
President
CFP CLU
Serving business owners and their families since 1990
– Financial & Insurance Advisor
– Estate & Business Succession Advisor
– Shareholders’ Agreement Consultant
– Tax at Death Planning
– Buy/sell Funding Solutions
– Creative and Innovative Advanced Insurance Solutions
The challenges of solving problems and getting better results for entrepreneurs and professionals is what drives me. I along with my team of outstanding professionals at PPI Advisory along with the expert Tax and Estate professionals within the major Canadian carriers bring creative, innovative solutions to the planning process, in collaboration with a clients’ own advisors.
I love working with business owners. They are the most interesting and dynamic people. It is such a privilege to serve the clients we work with every day. They are the heartbeat of our city and our economy. They are the risk takers and problem solvers. I am honored to be making a difference in their lives by structuring their planning in ways that avoids unintended results, enhances their results and makes their most important decisions better than they thought possible!
My PPI Advisory Team
Patrick Uzan
Vice President, Planning Services, PPI AdvisoryPatrick has over 25 years of tax planning experience and expertise in the areas of succession and estate planning, corporate reorganizations, and insurance planning. As Vice-President, Planning Services at PPI, Patrick supports advisors in the high net-worth market in developing and implementing estate and tax planning strategies as well as delivering tax seminars and presentations, and authoring industry papers and articles. Patrick graduated from McGill University with his Bachelor of Arts in economics, and Concordia University, where he obtained a post-graduate accounting diploma. He is a Chartered Professional Accountant (CPA,CA) and is also a member of the Society of Trust and Estate Practitioners (STEP), a Chartered Life Underwriter (CLU), a member of Advocis and an Associate Member of CALU.
Melanie Zimmerman
Vice President, Planning Services, PPI AdvisoryPrevious to joining PPI Advisory in 2005, Melanie worked for over 15 years in the Vancouver office of an international accounting firm specializing in tax planning for estates and trusts, individuals, charities and private businesses. Melanie’s focus on tax research includes contributions to PPI’s extensive library of advanced planning educational material, case studies and technical strategies. Melanie is a member of the Canadian Tax Foundation (CTF) and Society of Trust and Estate Practitioners (STEP).