LEGACY FINANCIAL

When Trevor lost a friend and client to cancer, it deeply impacted his practice. Helping the widowed spouse and young child through such a difficult time filled Trevor with a passion and duty to help others. He serves his clients through holistic financial advice and plans to ensure what's important, gets taken care of... Trevor has been moved to help people at an early age. At 16 he started his co-op at a life insurance company where he discovered a passion for financial education. He passed his life license exam at 17, and at 18 became an independent life licensed advisor in 2003. While practicing as an independent advisor, he completed the Canadian Securities Course, Professional Financial Planning course, and Advanced Diploma in Financial Services by 2005. He was a licensed mortgage agent from 2006 to 2010, but was moved to focus his specialty in holistic financial planning when he lost his friend and client to cancer.