{"id":145,"date":"2023-12-15T19:43:23","date_gmt":"2023-12-15T19:43:23","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/contegowealthmanagement-new\/?page_id=145"},"modified":"2026-05-07T10:05:18","modified_gmt":"2026-05-07T14:05:18","slug":"meet-the-team","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/contegowealthmanagement\/meet-the-team\/","title":{"rendered":"Meet the team"},"content":{"rendered":"\t\t
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Meet the team<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Detailed planning is our core capability.<\/strong><\/p>

Working as a team over the years, we have learned that our clients not only want to understand what they should be doing with their accumulated assets, but why<\/em>. As a result, we are committed to providing an abundance of education, communication, and personal, hands-on involvement to each individual and their family.<\/p>

We believe that freely sharing our knowledge with our clients helps build a more solid relationship\u2014one grounded in trust and understanding. It’s a source of satisfaction not only for our clients, but for us as well.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Trevor Johnson<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tCIM\u00ae<\/sup>, FMA\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Senior Wealth Advisor & Portfolio Manager<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Trevor has been a Financial Advisor since 1997\u00a0and is\u00a0a licensed Portfolio Manager.\u00a0He\u00a0holds both the Chartered Investment Manager (CIM\u00ae) and Financial Management Advisor (FMA) designations,\u00a0reflecting advanced training in\u00a0portfolio management techniques and holistic\u00a0financial\u00a0planning for affluent Canadian households.\u00a0Trevor is known for his disciplined investment approach and for helping clients make confident, well-informed decisions at every stage of their financial lives.\u00a0\u00a0<\/p>

Trevor studied Finance at the University of Ottawa, graduating in 1996. Prior to joining Wellington-Altus, Trevor worked as a Financial Advisor at an independent financial services firm and previously held roles with two other independent brokerage firms. With nearly 30 years of experience advising affluent Canadian families,\u00a0Trevor brings deep industry knowledge and a practical, relationship-focused approach to wealth management.\u00a0\u00a0<\/p>

Trevor\u00a0is\u00a0able to\u00a0advise both\u00a0U.S.\u00a0residents and Canadians who hold U.S.\u00a0retirement accounts\u00a0as a\u00a0result of\u00a0time spent working in the\u00a0United States. He has extensive experience supporting clients with cross-border planning needs and the unique complexities that arise when assets and family circumstances span both in Canada and the United States.\u00a0<\/p>

His\u00a0areas of expertise include holistic financial planning, portfolio construction and management, tax-efficient investing, alternative investments,\u00a0and cross-border planning.\u00a0<\/p>

Trevor is married to his wife,\u00a0Jenn,\u00a0and they live in the south end of Ottawa with their\u00a0four\u00a0children,\u00a0ages\u00a021\u00a0to\u00a027.\u00a0Outside of his practice,\u00a0Trevor\u00a0enjoys playing\u00a0golf.\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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