Portfolio Manager
Investment Advisor
B. Econ
CIM®
Trevor has been working closely with affluent families in the Calgary area for more than 25 years. His extensive experience with complex personal, family and business scenarios has helped successfully usher his clients through several business cycles by focusing on disciplined, goals-based strategies.
Trevor graduated from the University of Calgary with a Bachelor of Economics and holds the Chartered Investment Manager (CIM®) designation. He is active in the local community in a volunteer capacity with the Alberta Division of the Duke of Edinburgh International Award program, which encourages excellence, growth and development of youth. Trevor lives in Calgary with his wife and young daughter. A sports enthusiast, when he’s not working, you’ll often find him at the rink, on a ski hill or playing golf.
Smith Church 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 TD Specialists
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.
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.
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Will and Estate Planner
Will and Estate Planner
The Will 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.