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Trevor Fennessy, CFP®, MBA

Private Wealth Advisor, Associate Portfolio Manager, CWB Wealth Partners

Trevor Fennessy

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Trevor Fennessy

Calgary, Alberta

Trevor began offering comprehensive financial planning and tax solutions to high-net worth families through T.E. Wealth (now CWB Wealth) in 2014. Today, he continues to draw from his diverse wealth management background to create optimal solutions for his clients under CWB Wealth Partners, an IIROC boutique service of CWB Wealth. Known for his calm, approachable manner and an ability to work closely and inclusively with his clients, Trevor is passionate about helping others achieve true financial wellness and peace of mind.

Trevor earned his MBA from the Haskayne School of Business, University of Calgary, after completing a BBA from Trent University and has been a CFP® professional since 2017.

Beyond the Office

An adventurer at heart, Trevor enjoys camping and exploring everything that the West has to offer alongside his wife. He’s also passionate about golf, hockey, and playing guitar.