OUR TEAM

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David’s professional advisory career began within a year of graduating from the University of Guelph, and has spanned three decades. This has included eighteen years of branch management and supervisory duties, in addition to building client relationships, and providing wealth management services to both individuals and small business owners.  David has a degree from the University of Guelph (Major in Agricultural Economics) and in 2004 completed an MBA from Dalhousie University (Financial Services).  As your main point of contact, David is responsible for portfolio construction and financial planning. 

A long time Rotarian, David enjoys volunteering and giving back to the local community. 

Trevor joins Van Veen & Associates from the banking industry, with nearly a decade of experience helping families achieve their goals. Graduating in the top percentile from the Fanshawe School of Business, Trevor holds Business-Administration and Marketing diplomas. As an IIROC registrant, he has completed  Canadian Securities and Wealth Management requirements. Trevor provides comprehensive support for operations, administration and client service as well as research and analysis. 

Trevor enjoys being active and spending time outdoors with his wife and son.