Financial Planning in Barrie, Ontario
Helping individuals, families, and business owners make confident financial decisions — with clarity, intention, and a plan built around your life.
Planning Across Every Stage of Life
From growing your wealth to protecting your family, planning for retirement, and managing business finances — Trevor brings every part of your financial life together into one clear, coordinated plan.
Plan with Trevor is able to use multiple companies to make sure that you get the best plan available in Ontario. Some of the providers are listed below.
What Clients are Saying
Trevor’s approach is built on long-term relationships. Here’s what some of those clients have to say.
Paul Brown
Trevor has been our financial advisor for about 8 years, and has served our needs very well. He has advised us through mid life to almost retirement.
Shane Sullivan
We invested with Trevor just over a year ago. He was very informative with his products and spent many hours with me going over plans and answering all my questions.
Brady Conrad
Trevor is always amazingly helpful and really works to do the best for his clients. Trevor has been helping me now for about 8 years. It truly feels like you’re in good hands
