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Trevor Williams

Senior Investment Advisor

Working together to help you achieve what truly matters to you

Background
I began my career in the financial services industry in 1991 after receiving my undergraduate degree in Economics from Bishops University. Throughout my career I have held various Head Office and Investment Advisory roles across multiple firms, with my most recent tenure beginning with TD in 2009. My diverse and lengthy history combined with my educational background allows me to bring a wealth of well-seasoned experience and diverse perspective to clients of varying backgrounds. I work with my clients to create customized, personalized, and relevant wealth and retirement plans which we can leverage to help build and protect their financial futures.

Planning with a Purpose
The cornerstone of my business is a one on one relationship with each client, based on trust, communication and a detailed understanding of their needs. By working together with a team of specialists within TD Bank Group, we address the full scope of investment, wealth and retirement needs; including wealth protection and insurance solutions, estate planning and trust services and charitable giving strategies.

Who Benefits from a Comprehensive Approach?

Retirees
Many of my clients are retirees looking to protect their wealth for preservation of their lifestyle, leaving a family legacy, and philanthropy. By having a goals-based approach to wealth management, we can help plan portfolio cash flow needs, manage risk, and ensure tax efficiencies take place so that retired clients can focus on what matters most to them.

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Working Professionals
As a working professional, it's easy to get caught up in the now and not have a focus on the future. My goal is to design a tailored investment strategy that follows your unique and comprehensive wealth plan. This approach can help you achieve the level of financial stability needed for retirement, while helping you to live the lifestyle you want in the present.

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Business Owners and Entrepreneurs
As a business owner, your time should be spent maximizing your true output and diving as deep into your passion as possible. By pairing unbiased, goal-driven advice with a team of knowledgeable TD Specialists, I work with you to provide a unified financial strategy developed with the resources of a family office.

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Interests
When I'm not at work I spend time with my wife and two daughters, Ella and Lily.  We play tennis in the summers and in winter can be found on the slopes pursuing our love of downhill skiing.

ADDITIONAL CONTACT

Toll Free: (866) 347-8257
Fax: (613) 783-4075
Branch Office: (613) 783-6197
Branch Fax: (613) 783-4075

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Additional TD Specialists

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

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.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

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.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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