Trevor Maynard, Cfp, Clu
About Trevor Maynard, Cfp, Clu
Trevor Maynard is an Associate Consultant at IG Wealth Management, specializing in personalized financial solutions and investment guidance. With expertise in various savings plans and insurance products, he has been providing comprehensive financial planning services since 2010.
Work at IG Wealth Management
Trevor Maynard has served as an Associate Consultant at IG Wealth Management since 2010. In this role, he specializes in providing personalized financial solutions that cater to the unique needs of individual clients. His work involves offering guidance on various savings and investment plans, including Tax-Free Savings Accounts (TFSAs), Registered Retirement Savings Plans (RRSPs), and Registered Education Savings Plans (RESPs). Over the course of his 14 years at the company, he has developed a comprehensive understanding of the financial services industry.
Education and Expertise
Trevor Maynard studied at Ryerson University, where he earned a Bachelor of Commerce (BComm) degree with a focus on Finance from 2006 to 2010. His educational background provides a solid foundation for his expertise in financial planning. He offers a wide range of services, including advice on investment strategies, tax planning, and retirement solutions. Additionally, he is knowledgeable about various insurance products, such as life, critical illness, long-term care, and disability insurance.
Background
Trevor Maynard has built a career in financial consulting, focusing on the needs of individual clients. His role as an Associate Consultant at IG Wealth Management has allowed him to utilize a comprehensive approach to financial planning. This approach incorporates various aspects of financial management, ensuring that clients receive well-rounded guidance tailored to their specific circumstances.
Commitment to Client Education
Trevor Maynard is committed to helping clients stay informed about changes in the financial services industry. He emphasizes the importance of client education in navigating the complexities of financial planning. By keeping clients updated on relevant developments, he aims to empower them to make informed decisions regarding their financial futures.