Trevor is the Senior Tax and Estate Planning Advisor for Raymond James Ltd. Trevor works with
Raymond James advisors, their clients, accountants and lawyers in developing a broad range of tax
He was formerly National Sales Director of a national actuarial consulting company specializing in
creating retirement solutions for entrepreneurs and incorporated professionals. In that capacity he was
involved directly or indirectly in establishing over 2200 Individual Pension Plans and 500 Retirement
Compensation Arrangements, as well as a broad range of other structures and services. Trevor assists
advisors and other professionals in developing and implementing a wide range of tax focused solutions,
including in the realm of life insurance and living benefits.
Trevor contributed to the Essential IPP Guide, the Trusted Advisor Survival Kit and Advisors Seeking
Knowledge. He has also written for CALU, on a variety of subjects including insurance valuation issues,
and Individual Pension Plans. Trevor co-presented a paper on IPPs at this year's STEP National
Conference. He is currently working on book on tax and succession planning for professionals and
entrepreneurs that should be published in 2019.
Trevor was called to the Ontario Bar in 1996 and in 2019 was elected as a Bencher to the Law Society of
Ontario. He holds a Master Laws in Taxation from Osgoode Hall Law School, a Bachelor of Laws from
Queen's University, a Master of Arts in History from the University of Toronto and a Bachelor of Arts
from Trinity College at the University of Toronto.
In addition to being an Associate Member of CALU, Trevor is also a member of Advocis holding the
CLU designation, the Canadian Tax Foundation, , Society of Trust and Estate Practitioners, Hamilton
Law Association, Canadian Association of Farm Advisors, Ontario Bar Association, Royal Canadian
Military Institute, and the Albany Club.
Trevor is a regular speaker across Canada speaking on a broad range of tax and financial planning and
strategy related issues. He is a vehement defender of entrepreneurial spirit, personal responsibility, free
enterprise, free speech and liberty. He lives in Ancaster, Ontario with his wife Lindsey and their three
If your interested in attending this meeting please contact The Durham Networking Association today to book your spot.