As a Certified Financial Planner and Chartered Investment Advisor, Trevor advises a diverse group of clients on the major financial decisions that ultimately impact their lives for years to come
For Trevor, it’s a core belief that everyone should have a financial plan. Whether it be a plan focused on retirement, the sale of a business, funding education, or passing one’s estate on to the next generation efficiently - a well thought out strategy should always be in place.
When it comes to investing, it’s important to Trevor that his clients become smarter, better-educated investors. Only after analyzing an investment’s fundamentals, expected performance, costs, and risks, will Trevor provide a set of unbiased, objective recommendations. It’s imperative that clients know all the facts so they can make truly informed decisions.
Outside of the office, Trevor most enjoys spending time with his wife Kay and their three children Meghan, Juliet, and William. Trevor is also active in the community; he enjoys volunteering for The Seaway Kiwanis Club and acting as a board member for The Sarnia Animal Farm Foundation.
Both Mark, Trevor, and the entire Randall Roberts team proudly support Bluewater Health Foundation, through sponsorship of its annual Gala; and, by sponsoring and assisting in the organization and fundraising efforts for the Foundation’s annual Golf Fore Health tournament.