Meet the Team

Senior Investment Advisor - Manulife Wealth Inc.
Life Insurance Advisor - Manulife Wealth Insurance Services Inc.

Trevor is an esteemed Fellow of the Canadian Securities Institute and a Senior Investment Advisor who has worked in the Investment Industry for over 25 years.

He works with families and business owners to enhance their wealth, and provide financial security along with peace of mind.

Trevor believes that the cornerstone to a great relationship with his clients is honest and open communication. He has a reputation for responding to his client’s questions quickly and efficiently. The multitude of testimonials from his clientele illustrates the excellent service and superior advice he has provided over the years.

Trevor holds the following designations Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), and Fellow of the Canadian Securities Institute (FSCI®) who specializes in working with clients to create custom Investment Portfolios that provide income and capital growth along with sustained tax efficiency.

Trevor holds a Bachelor of Arts from the University of Calgary.

In his spare time Trevor likes to read, catch a movie at the local theatre, or cheer on his beloved Flames and Stampeders.

Senior Investment Advisor - Manulife Wealth Inc.
Life Insurance Advisor - Manulife Wealth Insurance Services Inc.

As a Calgary native, Rob has spent more than 30 years working and volunteering in the community in which he grew up.

Rob is committed to his clients and their financial success and well being.  Rob is passionate about strategic wealth management and wealth preservation for his clientele, and believes in utilizing a comprehensive approach to managing wealth.  He specializes in protecting and growing wealth tax efficiently while identifying and implementing strategies to manage important risks. Working closely with business owners and families, Rob’s goal is to aid and educate clients to become true stewards of their family wealth.

In addition to holding the Chartered Investment Manager (CIM®) and Personal Financial Planner (PFP®) designations, Robert is recognized as a Fellow of CSI (FCSI®) which is considered the pinnacle financial services credential in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.

Rob is dedicated and devoted husband and father, and an avid skier, sailor and traveler.

Executive Assistant - Manulife Wealth Inc. 

Originally from Ontario, Olivia found herself craving a change after completing post-secondary education. After receiving a diploma in Marketing and Advertising Communications and completing a postgraduate in Event Management Olivia found herself Alberta-bound. Finding her way through Canmore, then Banff while working within the cosmetic industry, she settled in Calgary and never looked back. Can you blame her?

With experience in sales, hospitality, customer service, and recently e-commerce Olivia is a jack-of-all-trades individual and self-proclaimed “wearer of many hats”. Olivia is a charismatic people person who thoroughly believes each individual has a story and loves to learn them. Perhaps contributing to her hobby of reading pretty much anything and everything. On the weekends (or whenever she has the time) you can find her either grooving on a dancefloor or in her living room to whatever vinyl is on or whatever her boyfriend is DJing.  What she lacks in height she makes up for in personality and is thrilled to be a part of the Manulife Wealth Inc. team!

 Life Insurance Advisor - Manulife Wealth Insurance Services Inc.

Tom joins our team as an advance case Insurance consultant. He has been working in the life insurance industry for just under two decades. After working for two of Canada’s largest insurance companies managing sales and distribution through British Columbia and Alberta he embarked on a career as an Insurance Consultant for Wealth Managers and Tax Planning firms across Western Canada. Tom obtained his Masters in Business Administration from Simon Fraser University in 2017. Tom uses the knowledge obtained from his MBA to build a strong financial argument as to why insurance can be a valuable tool in building a robust financial plan. Tom partners with Lawyers, Accountants, Private Bankers, and Investment Advisors to craft cohesive client-focused solutions that help clients pay less tax and achieve estate harmony while doing so efficiently and equitably.