Trevor Thingelstad
About Trevor Thingelstad
Trevor Thingelstad is an Associate at IG Wealth Management in Victoria, BC, with extensive experience in financial planning and securities. He has held various roles in the financial sector, including positions at Investors Group, Coast Capital Savings, and CIBC, and has a diploma in Finance and Financial Management Services from Camosun College.
Current Role at IG Wealth Management
Trevor Thingelstad has been serving as an Associate at IG Wealth Management since 2019. In this role, he utilizes his extensive background in financial planning and securities to assist clients in achieving their financial goals. His position involves providing tailored financial advice and strategies that align with clients' needs.
Previous Experience in Financial Services
Trevor has a diverse work history in the financial services sector. He began his career at Investors Group as a Representative from 1994 to 1995. He then worked at Coast Capital Savings as a Member Service Representative from 1997 to 1999, followed by a role as a Financial Planner at Coast Capital Savings from 1999 to 2011. He also served as a Financial Planner at National Bank of Canada from 2011 to 2013 and as a Certified Financial Planner at CIBC from 2016 to 2019.
Education and Expertise in Finance
Trevor studied at Camosun College, where he focused on Finance and Financial Management Services, earning a business diploma between 1988 and 2002. His education laid the foundation for his expertise in personal financial planning and securities, which he applies in his current and previous roles. He is recognized as a Certified Financial Planner Professional.
Background in Insurance and Financial Planning
Trevor has a strong background in insurance, which enhances his ability to provide comprehensive financial advice. His experience spans various roles that required a deep understanding of personal financial planning, securities, and insurance, allowing him to offer well-rounded financial solutions to clients.
International Experience and Diverse Roles
In addition to his roles in Canada, Trevor worked as an Investment Advisor at Nexus Insurance Brokers LLC in Qatar for a brief period in 2015. This experience contributed to his diverse skill set and understanding of global financial markets, further enriching his approach to financial planning.