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Plan with Trevor provides clients with educated advice so that they can have the confidence that is needed to make good financial decisions.

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  • Growing and Protecting your Wealth
  • Protecting what Matters
  • Business Owner Planning
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Monday-Friday | 9:00am – 9:00pm

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705-500-PLAN (7526)

Email

trevor@planwithtrevor.ca

Location

49 High St 3rd floor, Barrie, ON L4N 5J4

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  • Home
  • About
  • Your Plan
    • Growing & Protecting your Wealth
      • Investment Planning
      • Savings Planning
      • Retirement Planning
      • Estate Planning
    • Protecting what Matters
      • Life Insurance
      • Critical Illness Insurance
      • Disability Insurance
    • Business Owner Planning
      • Group Benefits
      • Group Retirement Plans
      • Covenant Capital Strategy
    • Borrowing & Lending Strategies
      • Mortgages
      • Personal & Business Lines of Credit
      • Investment & RRSP Loans
  • Advice
  • Contact
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Schedule a Free Consultation