ABOUT
Trevor Lawrence
Certified Financial Planner & Chartered Investment Manager
My approach combines disciplined financial planning with modern analytics and financial technology, helping clients evaluate decisions clearly and navigate complex financial strategies with greater confidence.
- Certified Financial Planner (CFP®)
- Chartered Investment Manager (CIM®)
- Investment and insurance planning
- Fully securities licensed (CIRO)
- Derivatives licensed (CIRO)
- Life insurance license (AIC)
- Accident & sickness insurance license (AIC)
- 20 years experience
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COMBINING TWO DISTINCT & SEPERATE BUSINESSES
MGWP of DSL
Designed Securities Ltd. is an independent Canadian investment dealer that provides the regulated infrastructure required for securities investing. The firm is regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund (CIPF), which provides protection for eligible client accounts held with member firms.
As the investment dealer, Designed Securities provides supervision, trade execution, regulatory oversight, and account administration for investment accounts. Client accounts are custodied through a carrying broker relationship with Aviso Wealth, a large Canadian brokerage platform that provides clearing, custody, and settlement services.
This structure separates financial advice, dealer supervision, and asset custody, helping ensure investments are held within Canada’s regulated securities framework while allowing advisors to deliver institutional-level services within an independent advisory environment.
Maple Groove Financial
Maple Groove Financial represents the financial planning and insurance side of the business and works with PPI as our managing general agency (MGA). Through PPI, we have access to an extensive selection of insurance providers, allowing us to help structure solutions for both personal and business insurance needs.
Partnered with experts
Feel the integrated team approach with your experts or our trusted partners
Accountants
Working closely with accountants who understand planning strategies. Coordinating directly with them and sharing the relevant tax information ensures your financial plan and tax filings stay aligned.
Lawyers
Working with a range of lawyers, including family, estate, and tax specialists, to help ensure legal structures support long-term financial planning.
Mortgage specialist
Working with experienced mortgage specialists who have a strong track record of approvals and understand how financing fits within a broader financial plan.
Actuaries
Working with actuaries experienced in Individual Pension Plans to design, calculate, and maintain compliant pension strategies.
Banking providers
Working with banking providers to support lending, cash management, and the financial infrastructure behind long-term planning.
Real Estate Agents
Working with experienced real estate agents who understand how property decisions interact with overall financial strategy.
Business Consultants
Working with business consultants to help business owners strengthen operations, strategy, and long-term growth planning.
Trust Specialist
Working with trust specialists to help structure trusts that support estate planning, asset protection, and family wealth transfer.
Business Valuators
Working with qualified business valuators to determine accurate business values for planning, succession, and transactions.
Cross Boarder Specialist
Working with cross-border specialists to help address planning considerations for individuals with financial ties across multiple countries.
Property Valuators
Working with property valuators to provide independent assessments used in financing, transactions, and planning decisions.
Health Specialist
Working with health specialists to support insurance planning, underwriting, and strategies connected to health-related risk.
Full Account Access
Access to all account types
- Non-Registered Account (Cash or Margin)
- Joint-Non Registered Account (Cash or Margin, Tenants with Right of Survivorship [JTWROS], or Tenants in Common [TIC])
- Investment Club Accounts
- Condo Corporation Reserve Fund Accounts
- Registered Disability Savings Plan (RDSP)
- Tax Free Savings Account (TFSA)
- First Home Savings Account (FHSA)
- Registered Education Savings Plan (RESP)
- Registered Retirement Savings Plan (RRSP)
- Spousal Retirement Savings Plan (RRSP, RRIF)
- Registered Retirement Income Fund (RRIF)
- Locked-In Retirement Account (LIRA)
- Locked-In Retirement Savings Plan (LRSP)
- Locked-In Retirement Savings Plan (LRSP)
- Locked-In Retirement Income Fund (LRIF)
- Prescribed Retirement Income Fund (PRIF)
- Life Income Fund (LIF)
- Pooled Registered Pension Plan (PRPP)
- Corporate Account (Cash or Margin)
- Individual Pension Plan (IPP) (Corporate-Sponsored defined benefit pension, self-employed trust)
- Trust Account (Formal, Informal, Family, In-Trust-For, InterVivos (Living), Testamentary)
- Estate Account
- Endowment Accounts
- Foundation Investment Accounts
- Group Savings Accounts (Group Plans for Employers, Group RRSP, Group TFSA)
- Deferred Profit Sharing Plan (DPSP)
- Pension Plan Accounts
- Donor Advised Accounts (DAF, Charitable Giving)
- Investment Holding Companies Accounts (IHC)
PLANNING PROCESS
WORK WITH PASSIONATE PLANNERS
Step 01
Establish and
Define the Client–Planner
Relationship
Step 02
Gather Client Data and
Determine Goals
Step 03
Analyze and Evaluate
the Client’s Financial Status
Step 04
Develop and
Present Financial Planning
Recommendations
Step 05
Implement
the Financial Planning
Recommendations
Step 06
Monitor the Plan &
the Financial Planning
Relationship
Life Insurance & Accident / Sickness Insurance
Permanent Coverage:
- Participating (Dividends, Cash Values)
- Non-Participating (Fixed Premiums, Guaranteed Cash Values)
- Level Cost of Insurance (COI)
- Increasing/Yearly Renewable COI
- Investment Component
- Permanent coverage to age 100 with no cash value
Temporary Coverage
- Participating (Dividends, Cash Values)
- Non-Participating (Fixed Premiums, Guaranteed Cash Values)
Specialized Life Products
- Simplified Issue Life Insurance
- Guaranteed Issue Life Insurance
- Final Expense / Funeral Insurance
- Group Life Insurance
- Creditor / Mortgage Life Insurance
Investment Products
Work with experienced product investment advisors who carry a tool belt of options and not just a hammer
- Common Stocks (Equities)
- Preferred Shares
- Exchange-Traded Funds (ETFs)
- Closed-End Funds
- Structured Notes / Principal Protected Notes (PPNs)
- Guaranteed Investment Certificates
- Warrants & Rights
- Government Bonds
- Corporate Bonds
- Investment Savings Accounts (ISAs)
- Debentures
- Treasury Bills
- Commercial Paper
- Strip Bonds / Zero-Coupon Bonds
- Mortgage-Backed Securities (MBS)
- Mutual Funds
- Pooled Funds
- Segregated Funds (Insurance)
- Fund-of-Funds
- ETF of ETFs
- Money Market Funds
- Private Equity
- Private Debt
- Hedge Funds
- Real Estate Investment Trusts (REITS)
- Limited Partnerships (LPs)
- Flow-Through Shares
- Venture Capital Funds
- Return of Capital Investments (Tax deferred income)
- Options
- High-Interest Savings Accounts (HISA)
Looking for support
We Would Love to Hear From You