Private Wealth Advisor, FirstOntario Credit Union
Senior Wealth Advisor, Credential Securities
Professional, knowledgeable, friendly and caring – this is how several of my clients have described me. I take great pride in offering service that is above and beyond expectations.
An important aspect of my role is to keep current on changes and developments in the marketplace. I hold the Chartered Investment Manager (CIM®), Personal Financial Planner (PFP®), Certified Financial Planner (CFP®), Chartered Life Underwriter® (CLU®) designations and I draw from independent research to when implementing strategies for clients.
I realize the financial health of my clients is also tied to the health of the community, so I volunteer my time to help a number of local organizations including the Stoney Creek Lions Club and McMaster Sick Kids Hospital.
I welcome the opportunity to discuss investment opportunities and retirement and tax planning to develop a financial plan based on your needs.
(905) 691-0468 · Trevor.Ireland@FirstOntario.com