Trevor Sinclair - Investors Group

As an advisor, I have 3 main goals for all clients:

1) Increase the level of financial awareness and understanding with respect to each clients’ financial situation, goals and priorities.

2) Provide exceptional advice, planning and services to each and every client in order to a) achieve their goals, and b) prevent anything from interfering with the timeline in which they are achieved.

3) Create a positive and meaningful relationship built on mutual trust, respect and professionalism.

I enjoy working with people from all walks of life; retirees, tradespeople, medical professionals, small business owners and everything in-between. I find it especially rewarding to work with young families, and to get them off to the best possible start in building their financial confidence and independence. What I enjoy most about my role as an advisor is making a difference in people’s lives.

Part of my role as an advisor is to provide comprehensive financial plans, which give each client the confidence to make the best possible use of the resources they have available. Whether your goals are to purchase a home, save money on taxes, save for retirement, or reduce debts – I can help ensure that these goals are accomplished.

Along with my knowledge and expertise, I have access to a team of regional specialists with decades of combined experience in mortgages, securities and investments, insurance, retirement, real estate and lending. Whatever your needs or questions are, this team of regional specialists and I can provide you with accurate and concise answers and solutions.

The best way to achieve your goals is to plan for them.
Planning to achieve goals is what I do.
Let’s plan together and make those goals happen for you.


Disclosures:
http://investorsgroup.com/en/legal/disclaimers