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.”
Debbie has worked in the financial industry for over 20 years. She has worked with two major Canadian banks; her position being a personal banker, dealing with personal loans, consolidation loans, mortgages, GICs, RRSP’s and mutual funds. She also worked in the mortgage sector, as a mortgage broker/underwriter and administrator. Debbie brings her wealth of knowledge and experience to assist you. As a mother of two and a grandmother of five, she transfers her solid commitment to personal relationships to her work.
Mutual Fund Assistant
Bailey has worked at Assante Wealth Management for 12 years. She started in the financial industry as a teller at one of the major banks and wanted a change to a more personable office setting. Bailey’s role at the office began as receptionist and has transitioned into a licenced assistant dealing with day to day administration roles such as mutual funds (all retirement products), pensions, group plans and life insurance as well as processing client requests. Bailey brings her highly skilled customer service experience as well as a caring positive attitude to the table. She is married with a young family and enjoys spending time on her family farm two hours west of Edmonton.
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