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Trevor Sosin
Nicola Grewal

Address
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Trevor Sosin, PFP, CIM
Investment Advisor, Vice President, Portfolio Manager

Tel (416) 359-4845
Fax (416) 359-4941
E-mail: Trevor Sosin

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.
 

 

Nicola Grewal
Associate Investment Advisor

Tel (416) 359-4468
Fax (416) 359-4941
E-mail: Nicola Grewal

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.