Professional and Dedicated

Trevor Patterson enjoys providing his clients with educated advice, so that they can have the confidence that is needed to make good financial decisions. 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!

Trevor Patterson

Plan Providers

Plan with Trevor is able to use multiple companies to make sure that you get the best plan available in Ontario.


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In an ever-changing financial landscape, Canadians are seeking innovative strategies to take control of their finances and build a secure future. One such strategy gaining attention is the Infinite Banking Concept (IBC).

Words from Clients

Trevor's Planning Process

Trevor uses a planning process that incorporates all areas of financial planning,
including different insurance and investment strategies.
Step : 01.


Go through a process to understand your current situation and what your goals are for the future.
Step : 02.

Implement the Plan

Go over a plan that will take you from where you are now to where you want to go. Implement the plan so you can achieve you goals in the most effective way possible.
Step : 03.


Review on an ongoing basis. As circumstances and your goals change, we want to make sure that your plan stays on target.