I have been a Financial advisor with Edward Jones in the Grande Prairie community for fifteen years. I believe it is important to take a detailed long term approach when I am advising my clients.
I truly enjoy the opportunity I have to work with my long-term clients and helping them build their wealth and improve their financial health. My practice is focused on retirement and estate considerations, however, I am often engaged with other family planning issues such as education saving goals. I have a passion for teaching people and my role allows me to do that on a daily basis
I live in the County of Grande Prairie with my family. My wife and our six children enjoy many outdoor pursuits with each other including but definitely not limited to hiking, skiing and horsemanship.
Prior to working with Edward Jones, I had a fifteen year long career in supply chain management and inventory control systems. While it fulfilled my desire for challenge, the Financial advisory role keeps me in touch with people more frequently which I find quite positive. Relationships are key, and being able to meet face to face builds stronger partnerships.
Focus areas
- Wealth Strategies
- Intergenerational Planning
- Business Owner Considerations
- Retirement Savings Strategies
- Education Savings Strategies
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Volunteering
- Horseback Riding
- Backpacking
- Traveling
Office Information
Phone Number
Trevor Willis at (780) 539-9535Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:00PM |
Sat | Closed |
Sun | Closed |
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
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