Trevor Williams, Conseiller en placement,Ottawa, ON

Phone

Office

(613) 783-2018

Office Location

360 Albert St., 11th Floor Ottawa, ON K1R 7X7. map

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.

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.

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.

Phone

Toll Free

(866) 347-8257

Fax

(613) 783-4075

Branch Phone

(613) 783-6197

Branch Fax

(613) 783-4075

Who Benefits from a Comprehensive Approach?

Tabs Menu: to navigate this menu, press tab and use the left & right arrow keys to change tabs. Press tab to go into the content. Shift-tab to return to the tabs.

Retirees
Working Professionals
Business Owners and Entrepreneurs

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

Article

Estate planning misconceptions: Why a Will may not be enough

Estate planning is often thought of as simply having a Will in place for the end of life. But Mindi Banach, Tax and Estate Planner at TD Wealth, says an estate plan can do much more: it can help create a plan for your loved ones and clarify the legacy you want to leave behind. She also shared what to consider when getting started.

Article

Cottage succession: How to pass on a legacy and not potential complications

A cottage can be a meaningful legacy, but passing it on raises key questions around ownership and logistics. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth says early conversations on taxes, usage and shared responsibilities are important along with understanding fair market value, adjusted cost base and family intentions.

Article

Health-care costs?

You planned for retirement. Did you also plan for health-care costs? Some health-care expenses may not be covered in retirement. Here’s how to think about those costs before they affect your plan.

Article