As a Certified Financial Planner and Chartered Investment Advisor, Trevor specializes in advising our team's clients on how to best approach key financial decisions.
For Trevor, it’s a core belief that prudent planning is key to financial success. 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 - before decisions are made, 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.
As an Associate Portfolio manager, licensed to provide discretionary portfolio management services, Trevor assumes a fiduciary role, putting clients first and acting in their best interest at all times.
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.
Trevor, Mark, 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.