Trevor uses his talent for reviewing financial goals and circumstances holistically to provide optimal and objective wealth management solutions for his clients. He works with families, corporate executives and business owners to help them achieve true financial wellness and peace of mind.
Known for his calm, approachable manner, excellent organizational skills and his ability to work closely and inclusively with his clients, Trevor’s expertise spans the full realm of financial matters from tax planning and preparation, inheritance and estate planning, charitable giving and philanthropy to comprehensive retirement planning and wealth preservation.
Having graduated from Trent University with a Bachelor of Business Administration, Trevor is currently an MBA student at the Haskayne School of Business, University of Calgary. Trevor obtained his Certified Financial Planner® (CFP®) designation in 2017.
After completing a summer internship at T.E. Wealth’s Toronto office, Trevor joined the Calgary team immediately after university, knowing clearly that wealth management was his passion. From there, he partnered with some of T.E. Wealth’s top financial experts to gain the experience required to take on the role of Senior Planner, a title he was awarded in early 2021.
In his spare time, Trevor enjoys camping and exploring everything that the west has to offer with his lovely fiancé, Amanda. Trevor is also passionate about golf, hockey, photography, and playing guitar.