MUTUAL FUNDS . INVESTMENTS   

Private Wealth Managers


 

Trever John
Wealth Manager

Trever John joined our Asset Management Team in 2017, as a Wealth Manager. He has more than 7 years of experience in helping clients develop customised investment portfolios to attain their specific financial goal. He is passionate about educating and empowering his clients and exhibits high energy towards his work.

His tertiary education pursuits date back to 2005 when he was awarded a Bachelor’s Degree graduating with Upper Second Class Honors from the Anglia Polytechnic University. He furthered his education by completing his MBA at the Anglia Ruskin University specializing in Leadership. Trever is also a member of Chartered Insurance Institute and holds the Cert. CII designation.

His career began when he joined the Neal and Massy (now Massy) Graduate Trainee Program. This experience set the foundation for his pursuits within the Insurance and Banking Industries. Trever spent his early years at COLFIRE building relationships with Insurance Brokers and satisfying their clients’ general insurance needs. It was his passion for helping people which led to his decision to transition to the Banking Industry where he served clients at Scotiabank and RBC Royal Bank. He has actively managed High Net Worth Client Portfolios and more recently held the position of Financial Planner at RBC Royal Bank. He possesses 9 years combined experience within the Banking Industry.

Trever prides himself on providing sound Wealth Management in keeping with the highest levels of ethics and integrity. He also believes that ultimate client satisfaction can be achieved by understanding clients well enough to anticipate their needs. During his banking career, he has received several accolades for his top performance in sales.

Trever enjoys spending time with his family and the occasional stopover to his homeland, Tobago. He avidly follows politics and finance both locally and abroad.  He can also be spotted on a lawn tennis court on a Saturday morning perfecting his craft.

 


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