Plan With Trevor

Plan With Trevor A New Home - Purchasing a home may be one of the biggest investments you'll make. I can help you maximize your savings so you get the most from your investment.

Saving for your Financial Freedom - A carefully created plan can help you buy your dream boat, take the trip you've always wanted, or save for your first home or dream cottage in the woods. I can help you create a financial security plan to maximize your savings, and at the same time protect you and your family's financial future and help maintain their lifestyle after you're gone. Financing Educa

tion - Whether it's back to school for you or education for your children, I can help address the ever-increasing costs with a plan that's right for you. Retiring Comfortably - Will you have enough money to last a lifetime? A sound financial security plan today will give you freedom and choice in when and how you retire. Build a Thriving Business - You've worked hard to start your own business. Let me help you cover your business risks and put a plan in place to cover your employees.

If one person drives revenue, relationships, or operations, the business has a key-person risk. Coverage can buy time an...
08/17/2026

If one person drives revenue, relationships, or operations, the business has a key-person risk. Coverage can buy time and protect cash flow if the unexpected happens. Want to estimate your exposure?
Book here: https://calendly.com/plan-with-trevor/brief_call

If one person drives revenue, relationships, or operations, the business has a key-person risk. Coverage can buy time an...
08/17/2026

If one person drives revenue, relationships, or operations, the business has a key-person risk. Coverage can buy time and protect cash flow if the unexpected happens. Want to estimate your exposure?

Book here: https://calendly.com/plan-with-trevor/brief_call

If you like the idea of critical illness protection but hate the feeling of “premiums gone forever,” you’re not alone. T...
08/10/2026

If you like the idea of critical illness protection but hate the feeling of “premiums gone forever,” you’re not alone. There are structures that can address that concern (case-specific). Want to see if it fits?

Book here: https://calendly.com/plan-with-trevor/brief_call

If you like the idea of critical illness protection but hate the feeling of “premiums gone forever,” you’re not alone. T...
08/10/2026

If you like the idea of critical illness protection but hate the feeling of “premiums gone forever,” you’re not alone. There are structures that can address that concern (case-specific). Want to see if it fits?
Book here: https://calendly.com/plan-with-trevor/brief_call

For incorporated owners, life insurance isn’t just personal—it can be a corporate planning tool. The goal is simple: cre...
08/07/2026

For incorporated owners, life insurance isn’t just personal—it can be a corporate planning tool. The goal is simple: create liquidity and protect options if the unexpected happens. Want to review what that looks like for you?
Book here: https://calendly.com/plan-with-trevor/brief_call

Dividend pay can make retirement planning feel awkward: you’re doing well, but traditional RRSP strategies may not fit c...
08/06/2026

Dividend pay can make retirement planning feel awkward: you’re doing well, but traditional RRSP strategies may not fit cleanly. There are corporate-based options built for owners in this exact spot. Want to see if it applies to you?

Book here: https://calendly.com/plan-with-trevor/brief_call

If your personal TFSA is maxed, it’s normal to ask how to grow wealth more efficiently inside the corporation. Tax drag ...
08/05/2026

If your personal TFSA is maxed, it’s normal to ask how to grow wealth more efficiently inside the corporation. Tax drag can quietly eat returns year after year. If you want to explore “TFSA-like” corporate planning options (structure dependent), book a call.

Book here: https://calendly.com/plan-with-trevor/brief_call

Hiring is hard. Keeping great people is harder. A solid benefits plan can be the difference between stability and consta...
08/04/2026

Hiring is hard. Keeping great people is harder. A solid benefits plan can be the difference between stability and constant turnover. If you want to build something employees actually value (without overspending), let’s chat.
Book here: https://calendly.com/plan-with-trevor/brief_call

If your corporation is building cash, the real challenge isn’t just “what should I invest in?”—it’s that most owners don...
08/04/2026

If your corporation is building cash, the real challenge isn’t just “what should I invest in?”—it’s that most owners don’t have a clear role for each dollar (operating reserve, opportunity fund, long-term wealth, protection). When money doesn’t have a job, it usually underperforms or gets used reactively. If you want a simple way to map out what to keep liquid, what to grow, and what to protect, let’s do a quick fit conversation.
Book here: https://calendly.com/plan-with-trevor/brief_call

The best investment: us. Riding through life together, hand in hand.Happy anniversary to us♥️🐎♾️
05/03/2026

The best investment: us. Riding through life together, hand in hand.
Happy anniversary to us♥️🐎♾️

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49 High
Barrie, ON
L4N5J4

Opening Hours

Monday 8am - 9pm
Tuesday 8am - 9pm
Wednesday 8am - 9pm
Thursday 8am - 9pm
Sunday 1pm - 5pm

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