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!
ALLIED ADVISORS
Gordon Wusyk
FAMILY BUSINESS SUCCESSION SPECIALISTGordon is a seasoned and trusted business advisor with a wealth of training, knowledge and experience in Family Business Succession.
Gordon dedicated his professional life to making sure that entrepreneurs did not go through what his family went through when his father suddenly died of a heart attack on their ranch.
Gordon is the Founder, Past President and active contributing advisor of Predictable Futures Inc. – The Business Family Centre and continues to be a valuable resource to Trentini Financial Inc.
GREGG K. BECKER
President of Predictable Future Inc.Gregg Becker is President of Predictable Futures Inc. (PFI), coaching private businesses and their owners through successful transition. Specific areas of focus are succession and exit planning, governance, and strategic planning. Predictable Futures works with families, professional corporations and partnerships who are tackling leadership, ownership and succession challenges.
His certifications include the Institute of Corporate Directors (ICD), Certified Exit Planner, Advanced Certification in Family Business Advising, degrees from the University of Western Ontario (MBA) and University of Texas (BSc), and post-graduate training. Mr. Becker sits on and chairs several corporate and not for profit boards.
Under his leadership, PFI has worked with clients across western Canada over the past 10 years, and was recently nominated for an award as a “CEO Most Trusted Advisor” in Canada.
My PPI Advisory Team
Chris Ireland
Senior Vice-President, Planning Services, PPI AdvisoryChris joined PPI in 2003 after more than 20 years of experience in tax, estate and trust planning including several years as a Tax Partner in the Vancouver office of an international accounting firm. Chris has taught the CICA specialized tax course, “Advanced Tax Issues for the Owner Managed Business” and has written extensively in the area of tax planning and wealth preservation. Chris is a member of the Conference for Advanced Life Underwriting (CALU), the Canadian Tax Foundation (CTF) and Society of Trust and Estate Practitioners (STEP), and is a frequent speaker at tax and professional industry meetings.
Dianne Everett
Vice-President, Planning Services, PPI AdvisoryDiane joined PPI in 2000 and has over 30 years of experience in taxation, corporate reorganizations and life insurance tax and estate planning. Diane has spoken extensively at conferences and authored numerous articles for industry organizations. Diane is a member of the Law Society of Ontario (formerly the Law Society of Upper Canada), Law Society of British Columbia, Canadian Bar Association, Association de planification fiscale et financière (APFF), Conference for Advanced Life Underwriting (CALU), Canadian Tax Foundation (CTF), Advocis, International Fiscal Association, Society of Trust and Estate Practitioners (STEP) and is a designated Trust and Estate Practitioner (TEP), Chartered Life Underwriter (CLU) and Family Enterprise Advisor (FEA).
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
Director, Tax Research, 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).