Trevor Butchard, Financial Advisor

Focus Areas

  • Education savings strategies
  • Wealth strategies
  • Retirement savings strategies
  • Retirement income strategies
  • Wealth protection strategies
  • Estate and legacy strategies

About Trevor

Complete wealth stewardship with a structured, yet personal approach to retirement planning.

My team and I follow a proven, hands-on, systematic methodology. We get to know you and your needs through deep-dive conversations. At every step of your wealth journey, we are extremely organized, have rigorous follow up, and take preventive, proactive steps to avoid gaps or risks in your wealth strategies. The result? Your wealth is handled in a smooth, simple, efficient, and enjoyable manner.

As a financial advisor, I help my clients set their goals, identify their path toward and stay on track so they can become reality. Here's the...

Work History

  • Edward JonesJanuary 2024 to Current
  • BMO NESBITT BURNS INCJanuary 2021 to January 2024

Personal Interests

  • Hockey
  • Golfing
  • Fishing
  • Board Games
  • Cooking

Team Members

  • Leah Anne McMillan
    Client Experience Specialist

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More