With over 20 years experience in the financial services industry, there isn’t much Trevor hasn’t seen or done. Having successfully helped clients navigate through Y2K, the ensuing tech bubble burst of 2001, and financial crisis of 2008-2009, he brings a depth of experience and knowledge to his clients’ financial plans and portfolio management. Throughout his career, Trevor has focused his education and knowledge on how best to help incorporated business owners and professionals reduce the erosion effect of taxes on individual and family wealth.
An advocate of lifelong learning to help provide the best quality of advice for his clients, Trevor earned his Certified Financial Planner’s Designation (CFP ) in 2008. Since then, he has been actively volunteering his time with Advocis; the financial advisors industry association in Canada, helping to ensure Financial Advisors are properly trained, educated and regulated to best serve their clients. This passion for learning has also led Trevor to understand that planning is an on-going and dynamic process that involves all members of a client’s advisory team and not a single or annual event.