Trevor and Katina, the heart and soul of our wealth management services, bring a combined expertise of over 40 years to the table. Their shared vision and relentless pursuit of financial wisdom have made them a trusted and respected duo in the field of wealth management.

Both Trevor and Katina have spent their careers building and managing financial portfolios that not only withstand the test of time, but also the unpredictable currents of the economic landscape. They specialize in creating personalized financial strategies that align with their clients’ unique goals, ensuring an approach that’s as unique as the individuals and families they serve.

Together, they form a dynamic team that integrates data-driven insights and genuine empathy, ensuring every client feels understood, secure, and confident in their financial futures. The partnership of Trevor and Katina is not just about managing wealth—it’s about creating lifelong relationships and building a community of financial stability and prosperity.