Our Team

Trevor Sosin started his career as an Investment Advisor at BMO Nesbitt Burns in 1992. 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 retiree's. He has the Personal Financial Planner (PFP) designation as well as the Chartered Investment Manager (CIM) designation and holds the title of Senior Portfolio Manager. 

Born and raised in Toronto, Holly started her career at BMO Nesbitt Burns in 2006 and brings 20 years of experience in the financial services industry.  She plays an integral role in portfolio construction, investment management and comprehensive financial planning, working closely with clients to help them achieve their long-term financial goals.  She strives to to provide exceptional client service and build strong, long-lasting relationships.

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

Gayatri joined BMO Nesbitt Burns in 2017 and has been a valued member of the Sosin Wealth Management team since 2019. Gayatri focuses primarily on client care and administration ensuring seamless operations to enhance our client experience.

Gayatri has a Bachelor of Commerce degree and has successfully completed the Canadian Securities Course, Conduct & Practices Handbook and the Wealth Management Essentials courses. She is qualified in executing trades and addressing client inquiries relating to their portfolios. Gayatri is passionate about delivering exceptional service and maintaining high levels of client satisfaction.

Outside of the office, Gayatri enjoys travelling with her husband and son and exploring new cultures and cuisines.