Providing sophisticated financial planning advice to high net worth individuals and business owners for over 23 years. Trevor’s experience as a Chartered Accountant, Certified Financial Planner and Chartered Investment Manager provide a unique insight into all aspects of our planning process.

Trevor Nelson

Our clients know they can rely on:

  • a defined,consistent approach to financial planning
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

Insurance as an Estate Planning Tool

Trevor Nelson explains the benefits and tax savings in naming a charity as the beneficiary of your life insurance policy.
Disclaimer: Insurance products available through The Stewart Thomas Consulting Ltd.

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IPC Private Wealth Manager Insights

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SUCCESS DOES NOT HAPPEN BY CHANCE... it is achieved by design. It cannot happen without trust. At Stewart Thomas Wealth Management, we understand that earning your trust is a privilege. Maintaining it is our pledge to you. As our long-time, and in many cases, multigenerational clients will attest, we take this pledge very seriously. With a relationship built on trust, we can capitalize on opportunities and enhance your wealth, to the benefit of all who depend on you. From this trust develops a tangible benefit:PEACE OF MIND.” - Trevor Nelson CPA, CA, CFP®, CIM®