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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.

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Federal Budget 2023: What you need to know

Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.

Want to become your own boss? Here’s a self-employment starter kit

After spending several years building your career and experience, you may feel the urge to finally strike out on your own and become your own boss. To ensure you're prepared for the transition to self-employment, Pierre Letourneau, Business Succession Advisor, TD Wealth, joins Kim Parlee to discuss what to keep in mind when it comes to money management, taxes and saving for retirement.

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.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

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