Trevor Fennessy, MBA, CFA, CFP^®

Location
Calgary, Alberta

“It’s a great honour to help empower and enrich the lives of the client families I serve. From securing their futures to leaving a legacy, I’m here to guide them every step of the way.”

More than a decade ago, a summer internship in Toronto with CWB Wealth’s legacy firm, T.E. Wealth, was the start of my journey in the wealth management industry. After graduating university, an opportunity with their financial planning team in Calgary had me packing my bags to head West. Since then, I’ve had the pleasure of assisting hundreds of families with goals-based financial planning and strategic tax planning. 

In 2021, I was given the opportunity to bring this experience to my role as a Senior Planner, leading the financial planning service offering at CWB Wealth Partners, a subsidiary of CWB Wealth. As my responsibilities grew within the team, it was a natural progression for me to join them full-time as a Private Wealth Advisor and begin to serve my own clients. 

Known for my calm, approachable manner and ability to work closely and inclusively with my clients, I am passionate about helping others achieve true financial wellness and peace of mind. Taking a holistic view of my clients’ financial situation, I continue to use my tax and financial planning experience to design strategies that are appropriate for my client families not only today, but also address the needs of next generation family members through proactive wealth transition planning. 

I hold an MBA from the Haskayne School of Business, University of Calgary, and obtained a BBA from Trent University. I am a Chartered Financial Analyst^® (CFA^®) charterholder, and a CERTIFIED FINANCIAL PLANNER^® (CFP^®) professional.