Financial Advisors

You might not think that you would be accepted as a client at Masterpiece unless you have a high net worth, however Trevor and his staff are approachable and reasonable! Whether you have $1000 to invest or $1,000,000 - Trevor will treat you like a family member. Unlike the banks, you won't get charged high fees. Unlike the other financial advisors in town, you will be treated with respect. Trevor and his business give off an air of high class that made me initially think that I shouldn't bother making an appointment, but I'm glad I did. He's a very successful young man, but he plays hockey and baseball on the weekends just like the rest of us. He's a down to earth guy who didn't come from a financial background of inherited wealth - he built up his business out of hard work to be one of the most successful independent financial advisors in Caanda. Trevor and his family are from Strathroy, but he has multiple offices and does business across Canada. His staff are cheerful and professional, and at no point did I ever feel pressured. If you are searching for a financial advisor for RRSP, TSFA, life insurance or general savings or investments - call Masterpiece and schedule a meeting.

I wasn't impressed with the service here. One of the first things they said to me was "just so you know, we only work with people who are worth $100,000 or more." On the plus side, they had free candy! This is not an independent financial advisor, it's owned by Scotiabank.

Very knowledgeable, if Shane doesn't know the answer to your question he has the resources to find it. He has helped us with - Retirement planning, Tax planning (Savings) and Estate planning .

called "BMO" which stands for Bank of Montreal but that means it should be "BOM"