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Trevor Macdougall

Investment Advisor

Trevor Macdougall

Address
44 Chipman Hill
Suite 1500
Saint John, NB
E2L 2A9
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Real Life Client Stories

Mr. Gerry Verner – VP Content Development and Delivery at Innovatia


What solution were you seeking when you hired me?
I was working with an advisor at a competing investment firm. Despite the fact that the advisor and I were friends, I was not getting the results I knew that I needed. My family money was invested in a very generic investment vehicle that had basically gone up and down with the general markets. Further, the advisor was not responsive. I repeatedly asked for planning advice but never received it. We were looking for someone who was service-oriented, responsive and results driven.

What do I provide that you value the most?
A very focused investment strategy that invests from a business perspective. You are selective about the businesses you invest in for me, provide very frequent communication and very proactive service and have delivered financial planning and results pegged back to a logical plan.

What has been the result of working with me?
A strategy that is producing solid results and as a result, growing confidence about our long-term financial well-being.

What would you tell others who are considering hiring me?
Trevor is one of the best investment advisors I have ever met.

 

Mr. Tom Horrocks - Vice President, Business Development and Architecture, Atlantic Canada at Stantec


What solution were you seeking when you hired me?
We had been with another investment advisor for more than ten years. He was knowledgeable but we were neither getting the reporting nor the performance that we expected. Once 2008 came along, we had not seen any growth on our portfolio aside from the cumulative contributions we had made. We were seeking a better return and better reporting on results/communication.

What do I provide that you value the most?
You provide us with a tailor made portfolio and quite different from the traditional broad based standard plans offered by investment companies. You are knowledgeable about each investment in our portfolio and provide us with hands-on advice and regular progress reporting through personal contact.

What has been the result of working with me?
The result has been a significant turnaround in our return on investment that is showing good growth for the future.

What would you tell others who are considering hiring me?
You have personal commitment to helping your clients grow their investments and creating a realistic plan for their retirement.

 

Disclaimer: The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.