• Bachelor of Commerce Degree, University of Alberta April 1996
• Certified Financial Planner (CFP) Designation March 2005
Trevor joined Maude Financial Inc. as a Financial Advisor in January of 2016 with nearly 20 years’ experience in the Financial Services Industry. Prior to joining the Maude Financial Team, he spent the previous 7 ½ years as a Regional Vice President, Sales with Invesco (Trimark Investments) which is a Global Investment Management Firm in Canada. Trevor also has over 10 years of experience providing Life Insurance and Tax & Estate Planning support through his previous roles with London Life, Great-West Life and Manulife Financial.
Trevor enjoys spending his time with his family and their many activities. His daughters are actively involved in and are passionate about Dance so Carrie & Trevor have the opportunity to attend many shows, competitions and recitals during the year. Trevor and Carrie also have an amazing son, Joshua, who has Autism which has taught their family to remember the important things in life.
Quote from Trevor
“My priority is to listen to my clients to create a plan that protects their needs and puts them in a better financial position in the future.”