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Trevor Townsend, CIM, FCSI

Senior Investment Advisor
Associate Portfolio Manager

Doing what's best means being able to tell you what you need to know. I believe that trust, candor, responsiveness and good judgment are the hallmarks of long-term relationships. Relationships are about more than your money- they are about Knowing You.

With 25 years of experience, I have developed a comprehensive knowledge of investing and provide a holistic approach to wealth management. Working with a team of multi-disciplinary professionals, I deliver advice, recommendations and strategies to address specific financial, tax & estate, insurance, philanthropic and business succession needs.

Pamela Smith

Senior Investment Associate

Pamela is an integral part of the team, working with Trevor and his clients since 1999. Pamela’s client centric focus and her attention to detail ensure she is pro-active to servicing our clients’ needs.  Licensed as a Registered Representative, Pamela is involved with all operations including administration, trading and financial planning.