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TREVOR MCTAVISH

Insurance Advisor

ClearPath Wealth Management Inc.

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 Direct Fax: (236) 420-5844
 

ClearPath Wealth Management is a trade name used to carry on business related to life insurance and stock, bonds and mutual fund products. Investment dealer dealing representatives (“investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds and mutual funds. Mutual fund dealing representatives (“mutual fund advisors”) registered with Manulife Wealth Inc. offer mutual funds. Insurance products and services are sold through ClearPath Wealth Management Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Additional disclosure information will be provided upon referral. Please confirm with your Advisor which company you are dealing with for each of your products and services. Manulife Wealth Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF). Manulife & Stylized M Design, Stylized M Design and Manulife Wealth are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates, under license.

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