Meet Trevor Lawrence

Trevor Lawrence, Associate Advisor, CIM®

Trevor Lawrence is a Registered Representative, Chartered Investment Manager (CIM^®) through Future Values Wealth Management of Aligned Capital Partners Inc. (ACPI). Trevor will soon complete his Certified Financial Planner designation (CFP^®).

He has the following educational qualifications, special courses, and designations:

Marketing Diploma – SAIT
CIM® – Chartered Investment Manager

Special Courses:
Law, Estate and Tax Supplement – CSI.CA
Lending, Retirement and Insurance Supplement – CSI.CA
Financial Planning Supplement – CSI.CA
Portfolio Management Techniques – CSI.CA
Advanced Investment Strategies – CSI.CA
Derivatives Fundamentals and Options Licensing Course – CSI.CA
Benefits Plans – CSI.CA
Trusts as Financial and Estate Planning Tools – CSI.CA
Futures Licensing Course – CSI.CA
Hedge Fund Essentials For Today’s Professionals – CSI.CA
ETFs: Opportunities and Risks – CSI.CA
Wealth Management Essentials Course – CSI.CA
Conducts and Practices HandBook – CSI.CA
Canadian Securities Course – CSI.CA
LLQP – REMIC
Provincial Exams for Life Insurance and Accidental & Sickness Insurance – Alberta Insurance Council

With over twenty years of experience as an investment advisor and financial planner, he can explain complicated financial subject matter in simple terms to make clients feel comfortable with their decisions.

Trevor has managed over $70 Million in assets under management as an Investment Advisor at TD Wealth Private Investment Advice. While working for a bank brokerage he developed an in-depth understanding of a multitude of financial products from their syndication to their existence in the markets. Trevor also developed a specialization for developing financial plans. In many cases he would build and consult on plans for colleagues who would utilize his intricate understanding and knack for detail.

Trevor voluntarily participates in working groups to offer advice to corporate leadership at Aligned Capital Partners Inc. (the company dealer) to strengthen and improve client statement content and client communication experiences.

Trevor is a firm believer in good health, and particularly in maintaining a muscle building regimen complemented by his favorite cardiovascular activity, pickleball. Trevor recently celebrated an entire one and a half years of a full and demanding work schedule without a single sick day. He attributes this to his fitness discipline and quirky sense of humour.

In his spare time, Trevor volunteers with youth groups and teaches himself piano, computer programming, and graphics. He will soon complete his Foundational C# Microsoft Certification. He serves as secretary on his condo board, administers his pickleball group, plays chess, and visits with his cherished friends and family.