Home > Wealth Management > Our Team > Trevor Wells

Our Team

Trevor WellsTrevor G. Wells, B Comm, CA, CFP
Certified Financial Planner

Manulife Securities Incorporated
Life Insurance Advisor, Capri Wealth Management

Trevor Wells, CA, CFP is a partner at Capri Wealth Management which is part of the Capri Insurance group of companies.  Trevor has a Bachelor of Commerce degree from the University of Calgary with majors in finance and accounting and a minor in economics.

In 1986 Trevor joined an international accounting firm and obtained his Chartered Accountant designation in 1989.  Moving to Kelowna in 1990 he joined the firm of Rutherford Bazett Chartered Accountants (now Grant Thorton).  Trevor advised individuals and small business owners on an array of accounting, tax and other financial matters.

In 1992 Trevor joined the Capri Insurance Group of companies where he advises clients on investments, life and disability insurance, tax & estate planning and comprehensive financial planning.  Trevor became a partner at Capri in 1998.

Trevor is active in the community both professionally and a volunteer basis.  He is a member and past president of the Kelowna Estate Planning Society, a member of the Institute of Chartered Accountants of British Columbia, member of the Financial Planners Standard Council and past Treasurer of the Kelowna & District boys and Girls Club.

Trevor enjoys spending time with his wife Susan and their four children at many of the local campgrounds in the summer and skiing in the winter.  He is also an avid cyclist and runner.


PH (250) 860-6587
trevor.wells@manulifesecurities.ca

 

< Back to Our Team

DISCLAIMER:

The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities or its Advisors are not appropriately licensed or registered or where any Product or Service is not eligible for sale. Details are available on request.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Manulife Securities Investment Services Inc. is registered as a Mutual Fund Dealer, or its equivalent, with the provincial securities commissions and as such our Advisors are entitled to sell mutual funds and other approved securities as permitted under our registration. They may also be able to provide other services or products to you through their own business. As a member of the Mutual Fund Dealers Association of Canada ("MFDA"), Manulife Securities Investment Services Inc. is obligated to disclose to you that you may be dealing with companies other than Manulife Securities Investment Services Inc. when purchasing services or products from your Associate (remuneration to your Associate may also come from various sources depending on the services or products purchased). For example, your Associate may offer any one or more of the following through a separate business, which would not be the responsibility of Manulife Securities Investment Services Inc.:

Deposit Instruments: GICs, Canada Savings Bonds;

Fee for Service Financial Planning;

Estate Planning;

Tax Planning or Income Tax Preparation;

Insurance: Life, Accident, Sickness, Disability, General.

Please be sure that you have a clear understanding of which company you are dealing with for each of your services and products. Your Associate would be happy to provide any clarification you require.

Get an Insurance Quote Today!