Trevor Merrick, CFP
Trevor and his family are lifelong residents of Edmonton. Trevor has been married to his wife, Carrie, since 1996 and they have a son and four daughters.
Trevor joined Assante Financial Management Ltd. as a Financial Planner in March of 2018 with nearly 22 years experience in the Financial Services Industry. Trevor's experience includes 7 ½ years as a Regional Vice President, Sales with Invesco Canada (formerly AIM Trimark Investments) which is a Global Investment Management Firm and over 10 years experience providing Life Insurance and Tax & Estate Planning support through his previous roles with London Life, Great-West Life and Manulife Financial.
Trevor enjoys spending time with his family and their many activities. His daughters are actively involved in and are passionate about Dance so Carrie & Trevor have the opportunity to attend many shows, competitions and recitals during the year. Trevor and Carrie also have an amazing son, Joshua, who has Autism which has taught their family to remember the important things in life.
Quote from Trevor
“My priority is to listen to my clients to create a plan that protects their needs and puts them in a better financial position in the future.”
Short-Term Pain, Long-Term Gain
Nov 28, 2022
Recent Consumer Price Index data suggests a more optimistic 2023, but only after weathering a tough winter....Read more
Fighting Inflation with Crucial Rate Conditions
Nov 01, 2022
Curious to know why aggressive rate hikes haven’t lowered inflation? Discover the impact of marginal cooling and how three crucial rate conditions will help to fight inflation in the upcoming months....Read more
Mark-to-Market Isn’t Giving You the Complete Picture
Sep 30, 2022
What does “mark-to-market” really measure? Discover how stocks, bonds, and residential real estate values are skewed through the lens of a flawed valuation method....Read more
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