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Trevor Willis, Financial Advisor

FINANCIAL ADVISOR
Trevor Willis

10127 121 Avenue, Unit 204, Grande Prairie, AB T8V 7V3opens in a new window
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Focus Areas

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

About Trevor

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...

Work History

  • Edward JonesSeptember 2007 to Current

Personal Interests

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

Team Members

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

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
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

Phone

(780) 539-9535

Fax

(877) 335-9182

Office Address

10127 121 Avenue
Unit 204
Grande Prairie, AB T8V 7V3opens in a new window

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