Trevor Nelson, CPA, CA, CFP®, CIM®Investment Advisor
Trevor is the founding partner of Stewart Thomas Wealth Management, a distinguished Wealth Management firm established in 1994. He graduated from UBC (B.Comm.) and holds professional designations as Chartered Professional Account (CPA, CA), Certified Financial Planner (CFP) and Chartered Investment Manager (CIM).
Trevor has provided comprehensive financial solutions and advice to High Net Worth Individuals and business owners for 28 years. His many years of experience, education and credentials provide a unique insight to our constantly evolving investment, tax and estate planning environment.
“At Stewart Thomas Wealth Management, we provide comprehensive and unique financial advice and solutions designed to meet each of our client’s individual needs. We pride ourselves in being the best informed and educated in an ever- changing environment and working with our clients and their other professionals to best advise and serve our mutual clients.”