Trevor is a partner at ClearPath Wealth Management and focuses on assisting individuals, families and businesses by empowering clients to make informed financial decisions. He is licensed in BC, AB and ON.

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With a family history of over 30 years in the industry Trevor focuses on the unique needs and aspirations of each client, tailoring personalized strategies that align with their goals.

 

Trevor is an active member of the community and is the Past President of the Junior Chamber in Kelowna and sat on many local boards including the Chamber of Commerce and Advocis (Financial Advisors Association of Canada). He has also taught several financial literacy courses to those in need around town.

 

He is happily married to his wife Miranda, has traveled to over 30 countries, hitchhiked Japan, traveled the Trans-Siberian Railway and loves the outdoor adventures Kelowna and surrounding area has to offer.

 

If you have any questions or would like to set up an appointment please contact Trevor today.

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Direct Phone: (236) 420-5834 I Direct Fax: (236) 420-5844