Vancouver

Mission Statement:

To provide exceptional service to each client; to keep abreast of their unique circumstances, return objectives and risk tolerance, and to provide a suitable investment strategy tailored to these objectives.

Background:

Trevor has been in the financial industry since 1998. Prior to joining Leede Jones Gable, he was an advisor at Odlum Brown, and before that, worked in Toronto in the Treasury and Balance Sheet Management department of two of Canada’s major financial institutions.

As a Chartered Financial Analyst (CFA) charterholder, Trevor is committed to the highest standards of ethics and professional conduct.

Trevor’s favourite activities outside of business are golf, No-Limit Texas Hold’em poker, and hiking.

Business Focus:

Trevor’s focus is to preserve and grow capital for clients based on their return objectives and willingness and ability to tolerate risk. He works closely with Leede Jones Gable’s in-house tax and estate planning specialists to help protect his clients’ overall financial health, and uncover any opportunities to implement tax-efficient strategies.

Affiliations:

CFA Vancouver