Trevor Franklin is a Wealth Advisor at Investment Planning Counsel. Trevor works with families and businesses, primarily in Toronto, but has clients throughout Southern Ontario. His goal is to help them turn their dreams into reality.
By leveraging IPC’s six-step Personal Wealth Management Strategy ™ process, Trevor takes a disciplined and goals-based approach to financial management. He starts by asking questions about each person’s financial objectives and helps to simplify the wealth management process so his clients can make the right decisions for their family and their business. Trevor has earned various designations including Certified Financial Planner ®, Chartered Investment Manager, Fellow of the Canadian Securities Institute, Financial Management Advisor and, Chartered Life Underwriter. Read More