Trevor Sosin, PFP, CIM

Senior Portfolio Manager

Trevor Sosin started his career as an Investment Advisor at BMO Nesbitt Burns more than 22 years ago. Since then, he has built a successful practice for individuals and families who appreciate an extra level of care. Trevor's Wealth Management approach integrates investment solutions, financial planning, insurance, estate and tax planning with a special focus on business owners, professionals and high net-worth family's. He holds the Personal Financial Planner (PFP) designation as well as the Chartered Investment Manager (CIM) designation.

Trevor is a Portfolio Manager, granting him the ability to manage portfolios on a discretionary basis. Trevor also has experience as an Assistant Branch Manager, relinquishing the role to better focus on the needs of his clients.