Plan With Trevor
Multiple locations
(12)
Multiple locations
(12)
Trevor Patterson Is compassionate for how people feel, and enjoys the satisfaction of providing his clients with educated advice, so that they can have the confidence that is needed to make good financial decisions. Trevor believes that the clients’ interests and needs come first.
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12 customer reviews
Harry Hornsey
I had met with a few financial advisors and felt that Trevor really made an effort to understand what i wanted. It's been a pleasure working with him and i would highly recommend him to anyone!
James wood
It was very nice working with Trevor he’s very professional and also values your requests and really listens to what you have to say. Not only is he very professional but he’s also very knowledgeable, I would highly recommend him to anyone I know. More...
Vee
I found Trevor on Bark.com. From the beginning he was very informative and took his time explaining how different investment and insurance products work. He was able to meet on zoom. I feel really good about my plan with Trevor. So far my investment plan is performing really well. I would definitely recommend Trevor. More...
Blake paret
Best Financial advisor I’ve ever had one in a million characteristics down to earth attitude treats me like a human rather then a case
Trevor Patterson
Trevor is very patient, kind, and professional. He explained financial planning in detail until I understood the best options for me. It is great to have the personal attention and I felt that Trevor had my best interests at heart. He also has many years experience so I believe that any investments or insurance policies are in the care of an exceptional representative and an impressive company. More...
Chad
Was a very enjoyable experience ty trevor
Jane Laker
Trevor Patterson is an outstanding young man with the patience and knowledge of assisting people with their financial needs.
For anyone looking at long term planning, tax decisions or benefit programs he’s a great person to do business with.
The Laker Family
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Bradley wheeler
Trevor is an amazing human he knows his stuff and is looking out for us ever step of they way.
Michael Vavala
Very thorough and great at putting together the best portfolio for his clients.
Daniel N
Very professional, kind and caring, only person I'd plan with.
Aric De Bartolo
Great customer service and great savings. I really enjoyed working with Trevor!
Hitesh
I highly recommend Trevor. He has helped us plan our retirement and ensure we are investing correctly to meet our longer term goals.
What do you love most about your job?
I love helping people and watching them achieve their goals.
What inspired you to start your own business?
I always wanted a career where I can help people. I found that Financial Advising is a really positive way to be able to help people. I am very process driven. I love analyzing. I am very goal oriented.
Why should our clients choose you?
I educate my clients on all the possible solutions to their goal planning. After they understand completly how the different solutions work, they choose what one is best for them.
Life Insurance
I work with a wide range of insurance companies that offer different plans to suit different needs. Working with different companies I can ensure that you get the best price possible.
Investments
I am able to help my clients with different type of investment plans that focus on paying less tax and getting grant money from the government.
Disability Insurance
I work with a wide range of insurance companies that offer different plans to suit different needs. Working with different companies I can ensure that you get the best price possible.
Retirement Planning
I do a comprehensive retirement assesment with my clients to make sure that they are using every plan possible that will benefit their individual needs.
Critical Illness Insurance
I work with a wide range of insurance companies that offer different plans to suit different needs. Working with different companies I can ensure that you get the best price possible.
Education plans
I focus on making sure you get the most amount of grant money possible to help you fund your childs education.
Accident and Sickness Insurance
I work with a wide range of insurance companies that offer different plans to suit different needs. Working with different companies I can ensure that you get the best price possible.
First Time Home Buyers Plan
This focuses on you buying your first home tax free.
Health Insurance
I work with a wide range of insurance companies that offer different plans to suit different needs. Working with different companies I can ensure that you get the best price possible.
Estate Protection
In retirement it is important to look at how to pass on your legacy with as little tax implications as possible.
