Trevor’s business is built upon the trust and relationships that he has developed with his clients. He follows a disciplined investment approach that puts his clients' interests first – always. His goals are to preserve clients’ capital while offering superior investment growth, regardless of economic factors. Trevor remains focused on the simple concept that if you seek out and buy companies based on reasonable business valuations, you minimize risk and maximize returns.
As a Portfolio Manager, Trevor can provide clients with discretionary investment management services. Working closely with clients, Trevor develops a well-planned approach to ensure that each client’s individual financial goals and risk tolerance are clearly defined and understood. In addition, Trevor has over four years of experience on the fixed income side of the markets. His fixed income strategy stresses liquidity and safety of capital by investing in high-quality notes and bonds issued by governments and corporations.
Trevor is currently a Vice President and a member of the firm’s Board of Directors.
Background
In 1990, Trevor attended Southern Methodist University in Dallas, Texas on a soccer scholarship. He graduated from the University of British Columbia in 1995 with a B.Sc. and began his career at Odlum Brown in 1996, working on the fixed income desk trading money market securities and bonds. In 2000, he joined Vice Chairman Ross Sherwood on the retail side of the business, and in 2009 earned the Canadian Investment Manager (CIM) designation along with the highest designation granted from the Canadian Securities Institute, the Fellowship of the Canadian Securities Institute (FCSI).
Interests
Trevor lives on the North Shore with his wife and three children, and continues to play competitive soccer in Vancouver.
If you would like to learn more about Odlum Brown, or are interested in becoming a client, please call Trevor at (604) 844-5328 or e-mail [email protected]