​Clients Often Ask Me:

  • How much life insurance do I need?
  • What will happen if I can't work due to a critical illness or a disability?
  • Should I get mortgage insurance with the bank?
  • How do I get grant money from the government to fund my child's education?
  • Do I have enough money to retire?
  • How can I get a better income tax return?

Trevor Patterson

Is compassionate for how people feel, and enjoys the satisfaction of providing his clients with educated advice, so that they can have the confidence that is needed to make good financial decisions. Trevor believes that the clients’ interests and needs come first. If you want to protect your family, income, pay less taxes, get grant money from the government, plan for retirement or have other future saving goals then you should PLAN WITH TREVOR!

Protecting your fAmily

How much life insurance do I need?

Protecting your income

What will happen if I can’t work due to a critical illness or a disability?

Mortgages & Mortgage insurance

Should I get mortgage insurance with the bank?

First time home buyers

How exactly does the first-time home buyers plan work?

GOVERNMENT GRANTS

How do I get grant money from the government to fund my child's education

tax effective saving

How can I get a better income tax return?

retirement

Do I have enough money to retire?

transfeRring Wealth

How will my estate get taxed?

Group Benefits & pensions

How will having a group benefit plan for my employees benefit my company?


What My Clients Say About Me!

Knowledgable and solid advice!

Trevor helped me come up with a realistic plan to help me save for my future goals.

Meg O'Shea ,

He does his best; so you can do your best

I have known Trevor Patterson for 8 years; in those years he has helped my family and I with lots. My kids have life insurance and will be getting an education plan for their future. Thanks, Mr. T Patterson

Amanda Colton , Client

Very professional!

I had a free consultation with Trevor. He was extremly professional and not at all pushy! Very people friendly and greatly informative and I look forward to continuing to plan for my future alongside Trevor.

Apple Croft , Future client

Amazing Service

Trevor was an amazing help! He was very professional and made the process stress-free. I would definitely recommend him to anyone looking for a financial advisor!

Michelle De Vera , Legal Assistant

Amazing advisor

I had a hard time saving and trying to figure out how to get my life in order, with Trevors help everything so far has been smooth and easygoing.

Parker Harrad , Client

Would Recommend to Everyone!!!

So in looking for a new financial advisor to invest money with I came across Trevor. He has taught me a lot that my previous advisor didn’t tell me about. Because of him I now don’t have to worry about being strapped for cash is I get seriously ill nor do I have to worry about my family’s expenses if and when I die because he was able to fit insurance plans that fit my needs as opposed to needs I don’t have and costs I’m not ready to pay. He was very informative and definitely heard what I had to say. I was very impressed with his knowledge about what he was talking about and plan to further my financial needs through him!

Crystal Ironside , Client

Ready To Talk?

I'm happy to give you a free No Obligation Consultation

Office:

307 - 126 Wellington St. W.

Barrie, ON

L4N 1K9

Hours:
Monday To Friday: 9am to 9pm
Phone:

Office: 705-728-5551 ext. 4258

Cell: 705-500-PLAN

Toll Free: 1-800-287-8844 ext. 4258

Fax: 705-728-0012

© 2019  Plan With Trevor