Trevor has been a Financial Advisor since 1997. He holds the Financial Management Advisor (FMA) designation, signifying training in advanced financial planning for affluent Canadians. Trevor studied Finance at the University of Ottawa, graduating in 1996. Prior to joining Raymond James in 2008, Trevor was a financial advisor with two other independent brokerage firms. In addition to 22 years of experience advising affluent Canadian families, Trevor is also licensed in over 10 US states and advises both American residents and Canadians who hold US retirement accounts from time spent working in the US. Trevor's areas of expertise include holistic financial planning, portfolio construction and management, tax efficient investing, alternative investments and cross border planning.