Trevor Johnson​

Trevor has been a Financial Advisor since 1997 and is a licensed Portfolio Manager. He holds both the Chartered Investment Manager (CIM®) and Financial Management Advisor (FMA) designations, reflecting advanced training in portfolio management techniques and holistic financial planning for affluent Canadian households. Trevor is known for his disciplined investment approach and for helping clients make confident, well-informed decisions at every stage of their financial lives.

Trevor studied Finance at the University of Ottawa, graduating in 1996. Prior to joining Wellington-Altus, Trevor worked as a Financial Advisor at an independent financial services firm and previously held roles with two other independent brokerage firms. With nearly 30 years of experience advising affluent Canadian families, Trevor brings deep industry knowledge and a practical, relationship-focused approach to wealth management.

Trevor is able to advise both U.S. residents and Canadians who hold U.S. retirement accounts as a result of time spent working in the United States. He has extensive experience supporting clients with cross-border planning needs and the unique complexities that arise when assets and family circumstances span both in Canada and the United States.

His areas of expertise include holistic financial planning, portfolio construction and management, tax-efficient investing, alternative investments, and cross-border planning.

Trevor is married to his wife, Jenn, and they live in the south end of Ottawa with their four children, ages 21 to 27. Outside of his practice, Trevor enjoys playing golf.