Find your way to wealth with Trevor Ireland.
Professional, knowledgeable, friendly and caring – this is how several of my clients have described me. I take great pride in offering service that is above and beyond expectations because this is the approach I take with my financial advice. I know the importance of having a strong relationship with my clients to deliver clear and precise guidelines when creating a financial plan to help them reach their financial goals.
With over 13 years of experience in the financial services industry, I have obtained several designations to enhance my knowledge that strengthen the client/advisor relationship. These designations include, Chartered Investment Manager (CIM®), Personal Financial Planner (PFP®), Certified Financial Planner (CFP®), Chartered Life Underwriter® (CLU®).
An important aspect of my role is to keep current on changes and developments in the marketplace. I implement strategies for clients that are proven and time-tested with the use of independent research from highly regarded sources including Globe Advisor and Morningstar.
I realize the financial health of my clients is also tied to the health of the community, so I volunteer my time to help a number of local organizations including the Stoney Creek Lions Club and McMaster Sick Kids Hospital. I welcome the opportunity to discuss investment opportunities and retirement and tax planning to develop a financial plan based on your needs.
(905) 691-0468 · email@example.com