Ecstatic Clients

Trevor was referred to us by a close friend and we have been fortunate enough to gain his advice over our investment strategies and plan for our long-term futures.

Trevor has an excellent approach to understanding client needs. He is able to provide clear and impartial advice and never pressures a client. He is always flexible in adapting strategies based on the clients comfort and needs. We have full trust in Trevor and his focus on our needs makes him an invaluable person to deal with in matters of financial security.

— Andrew & Yvonne S.

For a long time I invested with one of the major banking institutions. While the people there were nice enough, over that period of time I discovered that they were either a) not skilled enough to help me as much as I would like or b) not nearly as concerned with my financial wellbeing as I would hope them to be. I decided to switch to Trevor as my Financial Counsel.

I've been more than happy with everything that he has been able to help me with. It's not just my portfolio (although that has significantly improved) but also in many other areas I had not thought of. Having someone like Trevor working for you is such an immense asset and I only wish I had the opportunity to make the switch sooner.

I have never known anyone as hard working and dedicated to helping people create a secure and prosperous financial future. This combined with his genuine care and compassion makes it easy to recommend Trevor to you.

— David Rawlins

Trevor has been my Financial Counsel since January 2012. I appreciate and admire the excellent people skills that he exhibits. Additionally, his effective listening skills have allowed him to focus on my financial needs, making him a valuable person to deal with financial security.

Trevor is patient and spends the time to ask questions to make sure that I understand financial terminologies/jargons.

It is a pleasure to have Trevor overseeing my financial needs and security.

— Kim T.