TREVOR G. WELLS, B Comm, CPA, CA, CFP

Certified Financial Planner®

 

Financial Planner and Investment Advisor,

Manulife Securities Incorporated 

Life Insurance Advisor,

ClearPath Wealth Management Inc.

Trevor Wells, CPA, CA, CFP is a partner at ClearPath Wealth Management Inc.  Trevor has a Bachelor of Commerce degree from the University of Calgary with majors in finance and accounting and a minor in economics.

In 1986 Trevor joined an international accounting firm in Calgary where he obtained his Chartered Accountant designation. Moving to Kelowna in 1990 he joined the firm of Rutherford Bazett Chartered Accountants (now Grant Thorton).  Trevor advised individuals and small business owners on an array of accounting, tax and other financial matters.

In 1992 Trevor joined the Capri Insurance Group of companies where he advised clients on investments, life and disability insurance, tax & estate planning and comprehensive financial planning.  Trevor became a partner at Capri in 1998.

After almost 27 years with The Capri Insurance Group of Companies, Capri Wealth Management changed their name to ClearPath Wealth Management and moved to Landmark ll in Kelowna. He continues to provide comprehensive wealth management services to families, businesses and professionals.

Trevor is active in the community both professionally and on a volunteer basis.  He is the past president of the Kelowna Estate Planning Society, a member of the Institute of Chartered Accountants of British Columbia, member of the Financial Planners Standard Council and past Treasurer of the Kelowna & District boys and Girls Club.

Trevor enjoys travelling with his wife Susan and spending time with their four grown children.  In the summer he is an avid cyclist and enjoys golfing. In the winter he likes to downhill and x country ski.

Direct Phone: (236) 420-5828 Direct Fax: (236) 420 5838

Manulife Securities Incorporated is a Member of the Canadian Investor Protection Fund. Manulife Securities Investment Services Inc. is a Member MFDA IPC

Manulife, Manulife & Stylized M Design, Stylized M Design and Manulife Securities are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.
Manulife Securities Incorporated / Manulife Securities Investment Services Inc. The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities or its Advisors are not appropriately licensed or registered or where any Product or Service is not eligible for sale. Details are available on request.

* Manulife Securities related companies are 100% owned by The Manufactures Life Insurance Company (MLI) which is 100% owned by the Manulife Financial Corporation a publically

traded company. Details regarding all affiliated companies of MLI can be found on the Manulife Securities website www.manulifesecurities.ca

Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated.  Mutual Funds are offered through Manulife Securities Investment Services Inc.

Insurance products and services are offered through ClearPath Wealth Management Inc.  Banking product and services are offered through referral.

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