Trevor DoyleB.Comm. (Hons) Finance, CFP®, RHU, CLU

Financial Planner

I have built my financial services practice by educating my clients and consistently providing service with integrity and professionalism. I am devoted to continued education and professional development to provide information with credibility.

I graduated from the University of Manitoba in 2001 with an honours degree in finance. In the fall of that year, I joined Freedom 55 Financial and successfully completed their industry leading training program. After completing my training, I officially started my career on January 2, 2002.

In 2007, I earned the Certified Financial Planner® (CFP®) designation earning the President’s List distinction. For each CFP® examination, the Financial Planning Standards Council (FPSC) honours the top one per cent of successful candidates as members of the President’s List.

In 2010, I completed the Registered Health Underwriter’s designation which focuses on disability, critical illness, long-term care and group insurance. In July of 2013, I embarked on a new opportunity with Investment Planning Counsel. This change has allowed me to better customize financial plans and solutions for my clients by allowing access to a broader scope of financial products and solutions.

In the fall of 2014, I completed the Chartered Life Underwriters (CLU) designation, earning the Leslie W Dunstall Award for the highest mark. This designation builds on the CFP® designation with advanced education on wealth creation and protection and tax knowledge.

 

How I help my clients:
I start by encouraging my clients to take control of their finances, helping them understand their cash flow and personal budget. From there, we develop a plan to help them reach their financial goals, taking advantage of tax reduction strategies while utilizing a well diversified portfolio to grow financial assets. As we are creating wealth, we look to ensure earning power and protect financial assets with a customized insurance program, protecting standard of living.

 

Services I provide my clients:
• Budgeting and cash flow management
• Retirement planning & Projections
• Tax reduction strategies
• Risk management
• Investment management
• Education funding planning
• Insurance analysis & solutions
• Estate planning
• General financial advice