Trevor Brennan

Trevor Brennan

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location of Trevor BrennanOwen Sound, Ontario, Canada

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  • Timeline

  • About me

    Wealth Manager - Private Investment Counsel

  • Education

    • Brock University

      1996 - 2000
      Bachelor of Business Economics (BBE) Finance and Economics
  • Experience

    • Scotiabank

      Jul 2000 - Oct 2023

      As a Financial Consultant, I work with clients to establish their financial priorities and to create an integrated plan to meet all of their unique needs. I draw upon the resources of specialized experts in the areas of estate and trust planning, investment management services, and private banking. At Scotia Private Client Group we believe that those entrusted with a clients wealth should be as conscientious in caring for it as they were in creating it. Through a customized, tax-efficient strategy, clients investments are aligned with their retirement and estate plans. We can help clients build, preserve and transfer their wealth, for continued financial success. Show less

      • Wealth Manager - Private Investment Counsel

        May 2016 - Oct 2023
      • Investment Relationship Manager - Private Investment Counsel

        Jan 2015 - May 2016
      • Financial Consultant

        Nov 2005 - Jan 2015
      • Financial Advisor

        Jul 2000 - Nov 2005
  • Licenses & Certifications

    • Financial Management Advisor

      Canadian Securities Institute (CSI)
      Aug 2001
    • CERTIFIED FINANCIAL PLANNER® - temporary voluntary non-renewal

      FP Canada
      Aug 2002
      View certificate certificate