Leslie Trevor, CFP®Financial Advisor
Les Trevor, CFP® believes:
Clients should be able to sleep well at night and not have to worry about their money.
Clients should have enough income to maintain their dignity and independence in retirement.
Client/Advisor relationships are built on a foundation of mutual trust and cooperation.
Les leverages the resources at IPC Investment Corporation and their “Live Your Dream” philosophy to deliver Comprehensive Financial Planning and provide each client with a Personal Financial Policy Statement (PFPS).
The PFPS is the foundation of the financial planning process. It establishes a long-term plan which will guide clients’ financial decisions. The Policy Statement helps to balance your goals and objectives with other essentials. It addresses your concerns including: your safety net, debt management, tax planning, educational planning, retirement planning, estate planning, and investment strategy. The PFPS is designed to encompass every aspect of the personal financial planning process.
Les has a commitment to providing exceptional client service and enhancing client relationships through communication, listening skills, and integrity.
He has held his Certified Financial Planning (CFP) designation since 1999, completed the Canadian Securities Course (CSC) in 2002 and has been licensed to offer insurance solutions since 1989.
Les and his wife Laurie reside in Red Deer and successfully raised 3 children in the community. He is Past President and current member of the Optimist Club of Red Deer, “Bringing out the Best in Kids”.
He is a passionate runner, hiker and loves to experience the many wonders of the world.
Insurance products available through Leslie Trevor.