Our Team

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.

Born and raised in Toronto, Holly has been an employee of BMO Nesbitt Burns since 2006, who brings over 18 years of financial experience as a senior client service associate working with institutional and private wealth clients.  Holly is our client’s primary liaison for inquiries and requests regarding trade execution, account maintenance, banking services and tax related matters.  In addition to keeping the daily administration of accounts efficient, she also works closely with Trevor in managing client’s portfolios and is responsible for co-ordinating with our client’s accountants and lawyers.  Her goal is to provide exceptional client service and build strong client relationships.

Outside of the office, Holly enjoys spending time with her husband and two young boys at the cottage, traveling abroad (or being a tourist in her own city) and restoring her old Victorian home.