Certified Financial Planner® professional
I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
I joined Edwards Wealth Management in 2003 and since then have been responsible for leading all aspects of financial planning with clients, some of which include Retirement Planning, Investment Advising, Tax Planning, Estate Planning, Insurance and Risk Management, and Asset Building. I work candidly and collaboratively with my clients and this approach has proven to be invaluable in helping my clients achieve their full investment potential while ensuring their assets are protected. I have vast business experience, including board experience.
Trevor holds a Bachelor of Commerce degree, with a major in finance, focused on financial planning and investments. He is a life insurance agent in the province of Ontario, which provides him access to annuities, disability insurance, critical illness insurance, and other insurance related products. Trevor is also a Certified Financial Planner (CFP) professional, a mark that identifies individuals who are dedicated to the highest level of professionalism in providing financial planning advice and ensuring the needs of clients come first.
