“We wish we could be writing this after working with Trevor 20 years ago. We would have already put into place the plans we had worked out together and be enjoying our retirement years stress-free knowing that we had provided for ourselves and our children. Having said that, we’re confident that will be the result 20 years from now. Our times with Trevor include a large amount of laughter – can learning about budgets, ETFs and debt really be so much fun? YES! He is very patient in explaining all this new terminology and is not dictating to us, but listening to us, and giving us the education we need to make our own decisions in the future.”


— Tim and Brenda G., Newmarket