Trevor is an Ontario based lawyer specializing in insurance and tax planning related issues. He also operates his own consulting practice working with advisors on advanced retirement, tax planning and insurance related issues. He is also the Senior Tax & Estate Planning Advisor for Raymond James Professional Wealth Advisory He was formerly the National Sales Director of a boutique actuarial consulting firm that specialized in providing retirement, tax and insurance solutions for professionals, entrepreneurs and senior executives across Canada. In this capacity he and his team established over 2000 Individual Pension Plans and 500 Retirement Compensation Arrangements. He brings a pro-business attitude to all of his endeavors, believing that through and objective analysis together with exceptional qualifications and experience is the way to get things done. Trevor works closely with advisors across Canada helping their clients together with their accountants and counsel review and implements a variety of tax driven strategies.
Trevor was called to the Ontario Bar in 1996. He was elected as a Bencher of the Law Society of Ontario in 2019. He is regular speaker at financial planning and industry conferences across Canada, known for an unfiltered but solutions focused approach to tax planning.
Trevor holds a Master of Laws degree in taxation from Osgoode Hall Law School, a Bachelor of Laws degree from Queen’s University, a Master of Arts in history from the University of Toronto and a Bachelor of Arts degree in history from Trinity College at the University of Toronto.
He is widely published in journals, including co-authoring the definitive paper on Individual Pension plans for the Society of Trust and Estate Practitioners, and for the Conference for Advanced Life Underwriting, of which he is a member of both organizations. He contributed several chapters to the Essential IPP Guide and Trusted Advisor Survival Kit. He is currently writing a book on practical approaches to tax planning for professionals and entrepreneurs. He is also a member of the Canadian Tax Foundation, Canadian Association of Farm Advisors, the Canadian Bar Association, the Albany Club, Royal Canadian Military Institute, the Waterford Sportsman’s Club and the St. Thomas More Law Guild.
He is a champion of the entrepreneurial spirit and free speech.
Trevor lives in Ancaster, Ontario with his wife Lindsey and their three young daughters.