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About

Trevor Patterson

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!

49 High St, Barrie, ON L4N 5J4
Fax: (289) 667-3506
Cell: 705-500-PLAN (7526)
trevor@planwithtrevor.ca

Plan Providers

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

Emma
Beneva

Words from Clients

Why Plan with Trevor?

Let’s take care of more than your money

No matter where you are in life, own your future and plan for it now. I’m here to help you stop worrying about money and start living the life you want.

The Value of Financial Advice

Trevor offers expert guidance to help you build a long-term financial plan to achieve your goals.

Ensure you’re ready for anything

After working with a financial advisor for 15 years or more, advised households
accumulate as much as 173% (2.73 times) more assets than otherwise identical
non-advised households.

The Investment Funds Institute of Canada, www.ific.ca, New evidence on the value of financial advice, 2012.

Canadians with a financial plan, feel better equipped for life’s unexpected financial events.

Financial Planning Standards Council, www.fpsc.ca, The Value of Financial Planning.