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.
Associate Investment Advisor
Nicola Grewal has over a decade of experience in the investment industry, recently celebrating 10 years with BMO. Bringing a wealth of expertise in investment administration to the table, Nicola is an expert in handling client accounts, trading, and coordinating the complexities of the compliance requirements for our accounts.
Nicola's commitment to client service excellence and efficiency receives regular praise from clients and fellow team members alike.