Trevor Willis, Financial Advisor, <br class="block md:hidden">Financial Planner

Focus Areas

  • Wealth strategies
  • Intergenerational planning
  • Wealth protection strategies
  • 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 Adrian
    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

Find your starting point

Start here

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

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My priorities

What are your priorities?

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Setting your path

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

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