Trevor Merrick's Location
Edmonton, AB, CA
Trevor Merrick's Work
- Financial Planner @ CI Assante Wealth Management
- Financial Planner @ Financial Focus Inc.
- Mutual Funds Advisor @ Manulife Securities
- Financial Advisor @ Maude Financial Inc.
- Regional Vice President, Sales @ Invesco Canada
- Marketing Director @ Manulife
- Regional Life Insurance Manager @ Great-West Life
- Personal Banking Officer @ Scotiabank
- Financial Security Advisor @ London Life
Trevor Merrick's Education
- University of Alberta
Bachelor of Commerce
Trevor Merrick's Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Portfolio Management
- Strategic Financial Planning
- Investment Strategies
- Wealth Management
- ETFs
- Investments
- Asset Management
Trevor Merrick's Summary
Trevor Merrick, based in Edmonton, AB, CA, is currently a Financial Planner at Assante Wealth Management, bringing experience from previous roles at Financial Focus Inc., Manulife Securities, Maude Financial Inc. and Invesco Canada (Invesco Trimark). Trevor Merrick holds a Bachelor of Commerce @ University of Alberta. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Portfolio Management, Strategic Financial Planning and more, Trevor Merrick contributes valuable insights to the industry. Trevor Merrick has 1 email on RocketReach.
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