About Us

Have a pension? Great! That’s one of many ways to take control of your roadmap to retirement.

Trevor assists individuals and families on their way to achieving their retirement / savings goals. Your pension can be a big part of this. No pension? No problem.

Being in control and informed about your pension is one of many ways to help you on your way to your financial freedom. Knowing your options and being able to make informed decisions in regards to your pension and other investment needs will insure you stay on course and help you align with your goals, whatever they may be.

With a family history of over 30 years in the industry Trevor helps to provide wealth creation solutions. As every individual situation is unique, Trevor is happy to sit down and discuss what matters most to you and your family.

Trevor is an active member of the community and (2019) President of the Junior Chamber in Kelowna. He also volunteers his time teaching a financial literacy course and sits on several boards in Kelowna, including the Chamber of Commerce (2019) and Advocis (Financial Advisors Association of Canada). He is happily married and is proud to call Kelowna home. When Trevor is not in the office you can find him out biking the trails and traveling.

If you have any questions or would like to setup an appointment please contact Trevor today.

 Direct Phone: (236) 420-5834