We have developed a comprehensive client platform with three key pillars...
1) Sourcing and researching high quality, original investment ideas that can drive investment results.
2) Creating detailed and personalized wealth plans for our clients so they understand the progress we are making toward their goals, and
3) Delivering personalized and consistent updates and reviews.
As a result, we're proud to be building advocacy among our clients. Here is what some of them have to say about working with our team... "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 (March 2023)
I have been a client of Trevor's for over 10 years. Trevor's approach to investing is focused on strategic fundamentals and asset quality, creating a foundation for long-term value and growth in your portfolio. His hands-on approach, including regular in-person updates and guidance is more like a partnership than a client-advisor relationship. It is a privilege to work with Trevor, and to grow a long-term investment/retirement portfolio together. Thank you Trevor! Gregory Picot, Technology Management Executive (March 2023)
"We have been Trevor's client for almost 20 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 always communicated with us on a regular basis and he keeps us informed on what is happening with our investments as well as financial markets. His sound investment strategies over the past several years have exceeded our expectations and our investments have grown nicely. We recommend Trevor to anyone looking for a smart, skilled and highly knowledgeable Advisor who takes the time to understand his clients needs." Martin Weber - Entrepreneur and Philanthropist (March 2023)
"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. (March 2023)
"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 (March 2023)
“Trevor has a gift for maximizing our portfolio while considering our core beliefs. He takes a holistic approach to clients’ personal needs to build an individualized portfolio. We are long term clients and over the years he has taken the time to understand us, our family, and most importantly the continual evolution of our goals for our present and future happiness. Growing wealth we feel good about.” Jacqueline and Ian MacKinnon, Business Owners and Entrepreneurs (March 2023)
Trevor and I have been working together for nearly 10 years now. His experience and ability to explain the market and the global economic outlook helps build a trust that is extremely important when dealing with something as important as your financial future. I always look forward to our regular updates and learn something new every time we speak. He explains every change to the portfolio and instills confidence that our goal of an early retirement will be achieved. Jeff Robertson, Sales Manager - Atlantic Controls Ltd. (March 2023)
"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 - March 2023) "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 (March 2023)