Don't just chase your dreams
Choose to work with Trevor Nelson, CPA, CA, CFP®, CIM® and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.
Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.
We are not exclusive to any bank or fund so we come with no-strings-attached.
We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.
We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.
We tailor plans to suit your stage-of-life, plans and milestones.
We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.
We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!
Pull up a chair, and let us tell you our story.
Listen to insights from our market specialists
11 August, 2020
Phillip Petursson, chief investment strategist at Manulife Investment Management joins BNN Bloomberg for a look at the market continuing... Read more
Good Afternoon, As we near mid summer, I wanted to provide a market commentary update. Over the past week we have solicited market... Read more
16 June, 2020
This e-book reviews the various factors you need to consider regarding the transfer of your estate. Read more