Works with private clients to achieve their personal goals
Focus: Asset Allocation & Fixed Income
Trevor joined Matco in 2015 and has been an integral part of the Matco Investment team. With over 10 years of industry experience dealing with both institutional and high net worth private clients, he brings a wide breadth of knowledge from an investment management and wealth planning perspective.
As CIO, Trevor is responsible for overseeing Matco’s Investment platform. His roles include chairing the Asset Mix Committee and contributing as a member of the Fixed Income, Canadian Equity, and Global Equity working groups. Trevor is the Portfolio Manager for the Matco Balanced Fund and Matco Fixed Income Fund.
Trevor began his career at Greystone Managed Investments where he was a part of their investment team for over 5 years. While at Greystone his duties included portfolio management, research, and client service. He graduated from the University of Regina with a Bachelor of Business Administration degree, majoring in both finance and economics and has also earned the Chartered Financial Analyst designation.
Outside the office, Trevor enjoys golfing, cycling and hiking. He also has a passion for community involvement and often volunteers for the local KidSport chapter in Calgary, along with other grass roots community initiatives.