
Trevor Brennan

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About me
Wealth Manager - Private Investment Counsel
Education

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

Scotiabank
Jul 2000 - Oct 2023As 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 2023Investment Relationship Manager - Private Investment Counsel
Jan 2015 - May 2016Financial Consultant
Nov 2005 - Jan 2015Financial Advisor
Jul 2000 - Nov 2005
Licenses & Certifications
.webp)
Financial Management Advisor
Canadian Securities Institute (CSI)Aug 2001- View certificate

CERTIFIED FINANCIAL PLANNER® - temporary voluntary non-renewal
FP CanadaAug 2002
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