As an Investment Counsellor with RBC PH&N Investment Counsel, Trevor relies on his deep investment knowledge and experience to manage discretionary investment portfolios for high net worth individuals, families, businesses, and not-for-profit organizations. He has been in the investment management industry since 2007, most recently as an Institutional Portfolio Manager with PH&N Investment Management (a division of RBC Global Asset Management) where he worked with pension plans, university endowments and not-for-profit organizations.
Trevor enjoys getting to know each of his clients and their families on a personal level as he believes this is essential in forming strong, lasting relationships. He works closely with his clients to develop a deep understanding of their financial situation and investment objectives and uses this information to design wealth strategies that are tailored to their unique needs. To ensure that his clients receive the most comprehensive wealth management service possible, Trevor draws on the support and expertise of a team of tax, estate and insurance planning professionals.
Actively involved in the community, Trevor sits on the Board of Directors of Big Brothers of Greater Vancouver and has been a volunteer Big Brother since 2008. He has also acted as the campaign Chair for PH&N’s Annual United Way campaign and has been a regular participant in the Ride to Conquer Cancer.
Born and raised in Whistler, Trevor fully appreciates growing up on the West Coast where he can still be found skiing, running and golfing. Trevor lives in North Vancouver with his wife Amanda and their three kids, Jack, Ella and Georgia.
Trevor graduated from Royal Roads University with a Bachelor of Commerce in Entrepreneurship. He holds the Chartered Financial Analyst (CFA) designation, the Responsible Investment Specialist (RIS) designation, and is a member of both the CFA Institute and CFA Society Vancouver.
