Legacy Financial

Trevor was moved at a young age to help others. He began his career as a 16-year-old intern at an insurance company. It was there where he developed a love for financial education. Trevor passed his life licensing exam at 17, and by 18, he was an independent licensed life advisor. While an independent advisor, he finished the Canadian Securities Course and Professional Financial Planning courses. Trevor also pursued his advanced diploma in Financial Service. He was also a licensed mortgage agent from 2006 to 2010. However, one client's death convinced him to focus on holistic financial planning. Trevor is a CERTIFIED FINANCIAL PLANNER(r) with FP Canada with over 20 years of experience in the financial services industry. He focuses his practice on financial planning and charitable gift planning. He also specializes in risk management and legacy planning. Trevor is also a CERTIFIED KINGDOM ADVISOR(r) through Kingdom Advisors. He is certified to offer biblically-sound financial advice and holistic planning. Trevor is married, has a young daughter, and serves as the Caribbean Missions Society's Director of Finance. He likes playing basketball and chess.

Customers' reviews show the high level of satisfaction Legacy Financial's customers experience with advisor Trevor. These averages and long-term customers highlight several key points. Comments highlight his effectiveness in explaining his advice and ensuring that customers fully understand their financial situations. Other reviews commend how thorough he is, and how he shows a lot of information to customers, making them feel comfortable and confident. Throughout the frequency and seriousness of the company's reviews, he is caring, compassionate, and responsive to customer feelings and touchpoints. This makes him a highly recommended advisor for customers who value knowledge, patience, and commitment in guiding their financial decision-making. Many positive reviews provide nuanced reviews and clearly reflect the deep appreciation for Trevor and Legacy Financial.