Trent Danielson
CFP®, CIM®
Senior Wealth Advisor & Associate Portfolio Manager
CFP®, CIM®
Senior Wealth Advisor & Associate Portfolio Manager
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Trent is a founding partner of the Evolved Wealth Advisors Group. He has been servicing clients in the investment industry for over 25 years. Prior to that, he specialized in Human Resources at a Calgary-based oil and gas firm. He holds both a Certified Financial Planning designation and the Certified Investment Management designation.
Trent firmly believes that his clients’ interests are best served by taking a fully diversified portfolio approach to investing and employing the principles of a defined process to achieve short and long- term investment objectives. He has comprehensive knowledge of investment management, tax and estate planning, insurance, and retirement strategies. Using a holistic relationship approach, Trent ensures that the financial and investment needs are met for both his individual and corporate clients.
In his spare time, Trent enjoys travelling, golfing, getting out on his motorcycle, and spending time with his family and friends.
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We encourage you to remain vigilant during service disruptions, as threat actors may attempt to take advantage of these situations through phishing emails, text messages, or phone calls. Please remember that Wellington-Altus will never ask you to provide passwords, account credentials, or sensitive personal information, such as your Social Insurance Number (SIN), by email or text message.