Partner Application

Property Partnership Assessment Form

At Trillium Company, we are dedicated to providing our property partners with opportunities that align with their investment goals and financial aspirations. To ensure a structured and secure partnership, we require the following information to assess suitability and match partners with the right programs. We prioritize the confidentiality of all property partner information, ensuring it is used solely for the purposes outlined below or as required by law.

PROPERTY PARTNER DETAILS

First Name (Read Only)

This is a read only field. You can change this field from your account.

Last Name (Read Only)

This is a read only field. You can change this field from your account.

Email Address (Read Only)

This is a read only field. You can change this field from your account.

Phone Number (Optional)

PROPERTY PARTNER CRITERIA

Approximate Income(Required)

Approximate Net Worth(Required)

Risk Tolerance Scale(Required)

Choose the number that best reflects your level of risk tolerance

Objectives(Required)

Liquidity Requirement(Required)

Choose the number that best reflects your level of risk tolerance

PROPERTY PARTNER ASSESSMENT FORM

Will you require access to your invested funds within the next 1-2 years?(Required)

Choose the number that best reflects your level of risk tolerance

Your financial stability is important when determining how much risk you can tolerate in your investments. Do you feel that your current financial situation is:(Required)

Choose the number that best reflects your level of risk tolerance

Your age is(Required)

Choose the number that best reflects your level of risk tolerance

Which statement best describes your preferred approach to investing?(Required)

Choose the number that best reflects your level of risk tolerance

Signature(Required)

Legal Full Name(Required)

Trillium Company is more than a service provider—we are your trusted partner in achieving financial freedom.

CONTACT US

Address

100 King Street West Suite 5700, Toronto, ON M5X 1C7.

Phone Number

416-923-5363

Email Address

info@trilliumcompany.ca

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This website does not constitute an offer to sell, nor a solicitation of an offer to buy, any securities, nor shall it form the basis of, or be relied on in connection with, or act as an inducement to enter into, any contract or commitment whatsoever.