By adhering to a process that includes sourcing high quality, original investment ideas and delivering exceptional advice and service, we're proud to be building advocacy among our clients. Here is what some of them have to say about working with us.

"Trevor is a smart, seasoned investment advisor who puts his clients' needs first. He carefully considers a client's situation, takes the time to review and explain scenarios and answer questions in plain language, and takes a common-sense approach to investment that is designed to optimize results for clients. Trevor is professional, reliable and focused on providing excellent customer service - I recommend him." Cynthia Goodwin - CEO at CC Goodwin Consulting

"We have been Trevor's client for many years now. From the beginning, Trevor has always taken the time to not only understand our financial objectives but also to explain his recommended investment strategies. He has continued to communicate with us on a regular basis and he keeps us informed on what is happening with our investments. His sound investment strategies over the past several years have exceeded our expectations. We recommend Trevor to anyone looking for a skilled and knowledgeable Advisor who takes the time to understand his clients needs." Martin Weber - Entrepreneur and Co-founder at Facilisgroup

"Trevor understands the financial markets very well. He does a lot of research and spends considerable time studying and understanding a particular investment before recommending it to his clients. He takes the long-term view of wealth creation that eliminates the worry of daily monitoring of the stock market. I like that approach and have enjoyed superior returns as a result. I would highly recommend Trevor as he is one of the best investment advisors I have ever met.” Gerry Verner, Vice President, Business Development at Mariner Partners Inc.


"Trevor has been a tremendous asset to me as a personal Investment Advisor. His research is sound, his approach is personal, and his results have been outstanding" Jeff McAloon, Chief Revenue Officer at The Smart Energy Company


"It has been refreshing working with Trevor. Trevor takes a personalized, hands-on approach to investing, coaching and teaching to put you in control of your portfolio.” Greg Picot, President at Eigen Innovations Inc.

"Working with Trevor has been interesting, instructive and profitable. I wish that I had fired my previous Advisor (me - I was self-directed) far sooner than I did. Trevor offers professional expertise and sound judgment in a way that respects my priorities and values. He's a pleasure to work with and he gets superior results for me." Tim Curry, President at TLC Solutions Ltd. (Retired)

"Trevor's advice is a breath of fresh air after having my investments flounder in mutual funds for many years. I am looking forward to retiring earlier than I would have had we not met.” Adam O'Connor, Senior Brand Manager at Atlantic Lottery Corporation 

Disclaimer: The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.