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Greg Trevelyan

Portfolio ManagerSenior Investment Advisor

  • CIM®

Working together to help you achieve what truly matters to you

Helping you achieve your vision of success

At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. For more information, click on the image below. 



About Me

Greg and his team assist high net-worth families to build and maintain wealth in order to create financial fulfillment through a long-term approach to wealth management. Our primary goal is to identify and understand our clients’ needs while providing tailored financial solutions and experienced opinions to help them make informed decisions. Our expectation is to be proactive in servicing and to always maintain the highest level of professionalism and integrity. 

We believe that each client's needs and goals are truly unique. Our goal is to offer you the relevant, custom wealth advice you deserve-and we can do that only by fully understanding you. Using our distinctive approach, we seek to view your life through your eyes. With a deep understanding of your priorities, we then build a strategy rooted in your goals.

Greg is a Chartered Investment Manager (CIM®) designation holder and manages his client's wealth as a Portfolio Manager. Trevelyan Wealth Management can offer both discretionary portfolio management and non-discretionary portfolios.

Greg is an extremely proud 'family man'. Married to his beautiful wife Kim, they have a son and daughter, Grayson and Reese. They spend their time watching their kids participate in activities, being active, golfing, and taking care of their dog Wrigley.

Trevelyan Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
 

 

ADDITIONAL CONTACT

Branch Office: (403) 299-8600
Branch Fax: (403) 299-7984

LANGUAGES

English

What is Behavioural Finance

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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Market Commentary

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Money Talk

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U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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