Trevor Townsend, CIM, FCSI
Senior Vice President & Investment Advisor
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.
Associate Investment Advisor
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.
Business Development Associate
Campbell provides thoughtful investment insights and commentary on current market issues and developments. He enjoys the challenge of identifying suitable risk adjusted vehicles both domestically and globally. Campbell has traveled extensively across Asia, Africa, Europe and Australia and has developed an understanding of the opportunities across these international markets. These experiences have provided him with a unique wealth of knowledge to draw from.
On the personal side Campbell is passionate about making a difference through humanitarian initiatives. He also has an interest in emerging technologies, photography and journalism.