portrait of Trevor Willis

Trevor Willis

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Focus Areas

  • Wealth strategies
  • Wealth protection strategies
  • Intergenerational planning
  • Business owner considerations
  • Retirement savings strategies
  • Estate and legacy strategies

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Horseback Riding
  • Backpacking
  • Traveling

Team Members

  • Veronica Dougherty
    Registered Branch Associate
  • Leslie Syrnyk
    Branch Office Administrator

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Office Information


Office Hours
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

More to explore

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Planning your financial future? Our Starting Point tool can help you take the first steps.

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Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

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

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