Steve Trellert

Steve Trellert

Steve manages client relations and is Chad’s right-hand man in all aspects of the business.

Accomplishments, Experience & Interests

  • Fully licensed Associate Investment Advisor and member of team since 2002
  • Earned FINANCIAL MANAGEMENT ADVISOR (FMA) and CHARTERED INVESTMENT MANAGER (CIM) designations
  • Born and raised in Vancouver with an Economics Degree from SFU
  • Traveled extensively through Europe, Turkey and Morocco
  • Enjoys reading and sports as well as time with his wife and 2 young children