Building wealth and protecting assets are Trevor’s main concerns.
Over the past 28 years, Trevor has found that understanding his clients’ goals, objectives, and building long-lasting trust is the key to financial success between client and advisor. He works closely with all his clients to ensure they fully understand how to protect their wealth as it pertains to retirement, estate, and corporate planning options. As a certified financial planner, his job is to look holistically at a client’s personal situation and discuss the best possible alternatives that fit their financial needs. Trevor is truly invested in the success of his clients and is proud of the relationships he has built with them over the years.
Born and raised in Kelowna, Trevor has two children, Brooklyn and Madison. They enjoy the fruits (no pun) that the Okanagan provides. Golfing, hiking, mountain biking, skiing, socializing with great people, and more recently, gold panning, are a few but not all of the activities that he enjoys.
Trevor can navigate you through the calm and troubled waters of investing so you can enjoy the best of your life!
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.