Welcome
All the information necessary for you to learn how to fly a plane is publicly available. Does this mean you would fly yourself across the country? Of course not, you would hire a professional. Why should management of your wealth be any different?
Trevor Orme's team of highly qualified professionals provide you with specialized expertise in all aspects of wealth management. Individuals and families appreciate our comprehensive analysis of their financial situation, including goal-based financial planning, insurance needs analysis, addressing estate concerns and investment portfolio creation and management. Small businesses, foundations and corporations appreciate the quality of our research, our insightful investment ideas and our portfolio management skills.
Our clients are discerning individuals, families, small businesses, foundations and corporations that are looking for an integrated wealth management solution – one that encompasses all the unique aspects of their financial needs. What they value most is having peace of mind about their wealth, while enjoying it to the fullest.
Discover our company
Our purpose
Our objectives
As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.
Our values
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
What makes us stand out
Our clients greatly appreciate our dedicated advice and support.
You can always count on:
- Our commitment to helping you achieve your goals
- Our approach
- Our integrity
- Our professionalism
- Our transparency about the compensation we receive
