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Trevor Williams

Investment AdvisorVice President

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.

Meet The Team

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

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.

Investing in pandemic-driven tech trends that are here to stay

The pandemic has brought a surge in certain technology trends. With vaccines now in sight, which pandemic-driven tech trends may have staying power? And how can investors continue to ride the wave? Kim Parlee speaks with Vitali Mossounov, Global Technology Analyst at TD Asset Management.

How might U.S. tax changes impact Canadians?

President-elect Joe Biden campaigned on a tax policy platform that would raise tax rates on wealthier Americans. Chris Gandhu, a High Net Worth Planner with TD Wealth, talks to Kim Parlee about what changes may be in store and how Canadians with assets in the U.S. can prepare for them

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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