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!
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 exactly does the first-time home buyers plan work?
How do I get grant money from the government to fund my child’s education
How can I get a better income tax return?
Do I have enough money to retire?
How will my estate get taxed?
How will having a group benefit plan for my employees benefit my company?
Trevor helped me come up with a realistic plan to help me save for my future goals.
Meg O’Shea ,
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
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
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
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.
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!
I’m happy to give you a free No Obligation Consultation
307 – 126 Wellington St. W.
Office: 705-728-5551 ext. 4258
Toll Free: 1-800-287-8844 ext. 4258
© 2019 Plan With Trevor