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portrait of Trevor Willis
FINANCIAL ADVISOR

Trevor Willis

QAFP®
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Focus Areas

  • Wealth Strategies
  • Wealth Protection Strategies
  • Intergenerational Planning
  • Business Owner Considerations
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Personal Interests

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

Team Members

  • team member image
    Veronica Dougherty
    Registered Branch Associate
  • team member image
    Leslie Syrnyk
    Branch Office Administrator

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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

More to explore

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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.

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Setting your path

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

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