Trevor Merrick Email
Senior Financial Planner @ Manulife Wealth
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Trevor Merrick Location
- Edmonton, AB, CA
Trevor Merrick Work
- Senior Financial Planner @ (June 2026 - Present)
- Senior Financial Planner @ FINANCIAL FOCUS LTD (December 2017 - Present)
- Financial Planner @ (January 2018 - June 2026)
- Mutual Funds Advisor @ (June 2016 - November 2017)
- Financial Advisor @ Maude Financial Inc. (January 2016 - November 2017)
- Regional Vice President, Sales @ (June 2008 - November 2015)
- Marketing Director @ (February 2006 - May 2008)
- Regional Life Insurance Manager @ (November 2000 - January 2006)
- Personal Banking Officer @ (April 1998 - October 2000)
- Financial Security Advisor @ (June 1996 - October 1997)
Trevor Merrick Education
- University of Alberta
Bachelor of Commerce
1996
Trevor Merrick Skills
- Asset Management
- Estate Planning
- Financial Advisory
- Financial Services
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Mutual Funds
- Retirement
- Retirement Planning
- Wealth Management
- Alternative Investments
- Portfolio Management
- Strategic Financial Planning
- ETFs
- Financial Planners
- Securities
Trevor Merrick Summary
- Trevor Merrick, based in Edmonton, AB, CA, is currently a Senior Financial Planner at Manulife Wealth. Trevor Merrick brings experience from previous roles at FINANCIAL FOCUS LTD, Assante Wealth Management, Manulife Securities and Maude Financial Inc.. Trevor Merrick holds a Bachelor of Commerce @ University of Alberta. With a robust skill set that includes Asset Management, Estate Planning, Financial Advisory, Financial Services, Insurance and more. Trevor Merrick has 1 emails on RocketReach.
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