Meet The Team
Senior Investment Advisor
BA
CIMA
Trevor has spent his career helping families use their wealth in service of a good life. He earned a BA in Financial and Economic Studies from Western University and, from a young age, was exposed to financial professionals who introduced him to investing, long term relationships, and thoughtful advice.
As team leader and one of the team's primary relationship managers, Trevor oversees all aspects of the client experience, including portfolio construction, investment research, and comprehensive wealth, retirement, tax and estate planning strategy. He also develops the content that guides client conversations and mentors the team with care and intention.
Trevor finds the greatest reward in seeing clients gain confidence and clarity. He is known for his compassionate approach and commitment to excellence. Outside of work, he enjoys time with family, fitness, outdoor activities, and learning. Community involvement is central to his life, including long standing support of pediatric oncology initiatives and the Children’s Health Foundation. Trevor hopes clients feel his complete dedication and long-term commitment.
Administrative Associate
Administrative Associate
Administrative Associate
B.A
Client Service Associate
Client Service Associate
Additional TD Specialists
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Trust Officer
Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.