Trevor is one of the team’s principals and portfolio managers, and is a key relationship manager for the Randall-Roberts Wealth Management's institutional and high net worth clients.
As a CFP professional, Chartered Investment Manager, and Fellow of the Canadian Securities Institute, Trevor brings to the team a depth of experience and credentials to properly advise clients on the most important financial planning and investment management decisions. For Trevor, it’s a core belief that prudent planning is key to financial success.
As a Portfolio Manager, Trevor is licensed to provide discretionary portfolio management services, and assumes a fiduciary role, putting clients first and incorporating the best interest standard at all times.
When it comes to investing, it’s important to Trevor that clients, board members, and Trustees become smarter, better-educated investors. The team’s rigorous review process and portfolio management approach ensures long-term investing success.
Outside of the office, Trevor most enjoys time spent with his wife Kay and their three children Meghan, Juliet, and William, and is active in motorsports, fitness, and the outdoors.
Trevor, Mark, and the entire Randall-Roberts team proudly support Bluewater Health Foundation, through a variety of annual sponsorships and are long-standing supporters of the Foundation’s annual Golf Fore Health tournament.