The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Trevor Merrick, CFP

Financial Planner

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.”

Recent Posts

Have you planned for digital assets

Oct 02, 2023

Imagine your executor needing to access your bank account without your password. That’s just one reason it’s critical to include digital property in your estate plan....

Read more

Preserving estate assets for your heirs

Oct 02, 2023

Treasured assets have been reluctantly sold to cover the tax payable by an estate. Here are four ways you can plan to take care of the tax bill....

Read more

Ways to give to grandchildren

Oct 02, 2023

Making a difference in a loved one’s life is truly rewarding. Explore the ways you can help a grandchild, and understand why the first decision is when to give the gift....

Read more

Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

10146 122nd Street NW
Edmonton, Alberta
T5N 1L6 Canada