Senior Investment Advisor - Manulife Securities IncorporatedLife Insurance Advisor - Manulife Securities Insurance Inc.
Trevor is an esteemed Fellow of the Canadian Securities Institute and a Senior Investment Advisor who has worked in the Investment Industry for over 25 years.
He works with families and business owners to enhance their wealth, and provide financial security along with peace of mind.
Trevor believes that the cornerstone to a great relationship with his clients is honest and open communication. He has a reputation for responding to his client’s questions quickly and efficiently. The multitude of testimonials from his clientele illustrates the excellent service and superior advice he has provided over the years.
Trevor is a Chartered Investment Manager (CIM®), Personal Financial Planner (PFP®), and Fellow of the Canadian Securities Institute (FSCI®) who specializes in working with clients to create custom Investment Portfolios that provide income and capital growth along with sustained tax efficiency.
Trevor holds a Bachelor of Arts from the University of Calgary.
Senior Investment Advisor - Manulife Securities IncorporatedLife Insurance Advisor - Manulife Securities Insurance Inc.Financial Planner - Manulife Securities Incorporated
Selected as a member of the 2019 “Top 20 Under 35” Financial Advisors in Canada, Devan is proud to serve the prairie regions with award winning service.
Devan believes that every family deserves to have financial security and peace of mind. In order to achieve this, he has made education and open communication cornerstones of his business. He believes that wealth is more than money, it’s your ability to do what you want, when you want and how you want.
Devan has completed over 1,000 financial plans for clients from all walks of life and his accounting background enables him to find tax savings other advisors may miss.
Devan is a Certified Financial Planner (CFP®), Certified Management Accountant (CMA®) and Chartered Professional Accountant (CPA®) who specializes in working with clients with complex tax and wealth needs.
Julie is the newest member of our team and is excited to start a new career in the financial services industry.
Julie brings with her a wealth of business experience after being involved in the start up and management of several successful small business ventures. She attributes her success in business to a solid work ethic (gained while growing up on her family farm), having a well thought out and organized plan, and following through with that plan to ensure she meets the needs and goals of her clients.
Julie holds a Bachelor of Arts from the University of Lethbridge and she is currently registered in the Canadian Securities Course.
Julie has a passion for outdoor pursuits and in her spare time enjoys riding her horses and fishing in the mountains with her family.