Meet Our Team
Trevor began his financial planning career with Sunlife 13 years ago. He has a Bachelor of Commerce Degree from UBC (1985), Chartered Accountant Designation (1988) and Certified Financial Planner designation (1999).
He is a Founding Partner of The Stewart Thomas Group and a member of the Canadian Institute of Financial Planners and the Canadian Institute of Chartered Accountants. Trevor Nelson and his team joined Investment Planning Counsel in 1999.
Disclaimer: The information contained herein is specifically for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions. IPC Securities Corporation is a member of the Investment Dealers Association of Canada as well as a member of the Canadian Investor Protection Fund (CIPF). This Report is written by Investment Planning Counsel, a fully integrated Wealth Management Company. Mortgage services provided by IPC Save Inc. Mutual funds available through IPC Investment Corporation and IPC Securities Coproration. Securities available through IPC Securities Corporation, a member of CIPF. Insurance products available through IPC Estate Services.