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Trevor Chew CKA CFP

President, CERTIFIED KINGDOM ADVISOR®, CERTIFIED FINANCIAL PLANNER®Legacy Financial Canada Inc.Thornhill, Ontario

When I lost a friend and client to cancer, it deeply impacted my practice. Helping the widowed spouse and young child through such a difficult time filled me with a passion and duty to help others. I serve my clients through holistic financial advice and plans to ensure what’s important, gets taken care of. I am a CERTIFIED FINANCIAL PLANNER® through FP Canada and offer holistic comprehensive financial plans, services, and advice. With over 17 years of experience in financial services, I specialize in risk management, legacy planning, and charitable gift planning. I am a CERTIFIED KINGDOM ADVISOR® through Kingdom Advisors and am trained to offer biblically wise financial advice and plans

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Business Owners Legacy & Philanthropic Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Alberta Ontario

Certification/Additional Courses ?

CFP®

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Annuity Bond Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Mutual Fund Segregated Fund Stock Private Equity
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