Trevor Ollen

CFP

Senior Financial Advisor

Image of Trevor Ollen senior financial advisor on white background

Knowledgeable. Direct. Honest.

Trevor Ollen is a Certified Financial Planner (CFP®) certified senior financial advisor based out of Calgary, who focuses primarily on working alongside Alberta business owners and entrepreneurs. Over the last 20 years, Trevor has learned that an investment portfolio is only effective when paired with a financial plan developed through listening and understanding not only what a client says, but what each person means. Advice is only effective if it's implemented. Through his experience, Trevor has learned to balance between the ideal course of action and what each individual client is actually comfortable doing.

Authentic advice and genuine guidance

Working for his family's automotive repair business in his youth, Trevor grew to understand the entrepreneurial spirit and is able to personally identify with many of his clients at ATB. He believes that a successful client relationship must be founded on deep trust and understanding. Rest assured, Trevor will bring his authentic self and strive to be the mentor you need to reach your goals.

Empathetic and intelligent

Trevor’s favourite part of working at ATB is listening to your ideas and concerns and guiding you with the advice needed for successful decision making. Away from his desk, Trevor enjoys fly fishing, golfing or being in the mountains, and spending time with and coaching his children in hockey.

Contact me

I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.

Phone: 587-224-2865
Send me an email below

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