Maple Groove

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COMBINING TWO DISTINCT & SEPERATE BUSINESSES

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 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.

Photo Trevor Lawrence, Certified Financial Planner, Investment Advisor, Insurance Advisor, Tax Planner

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
Learn More About Trevor

PERSONAL FINANCIAL SERVICES

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Insurance and Risk Management

Insurance to protect assets, both personal and corporate.

Financial Management and Coaching

In-depth exploration of your spending, your habits, and how to create a new financial mentality. This service is set at an hourly rate.

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Retirement Planning. One-Time or Ongoing Planning

One-time plans are set on an hourly rate. Planning is included when investing with Maple Groove through Designed Securities Ltd. Ask for further details.

Tax Planning

Ensuring you are maximizing your tax through filing and investment product usage.

Estate Planning & Philanthropic Giving

Estate planning and philanthropic giving strategies are designed to help structure the transfer of wealth while supporting charitable goals. Ask about donor-advised plans or family legacy giving.

Investment planning and Management

Experienced in investment planning beyond ETFs and Mutual Funds. Rare access to an advisor who knows all the tools in depth.

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Partnered with experts

Integrated team approach with other professionals

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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.

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Lawyers

Working with a range of lawyers, including family, estate, and tax specialists, to help ensure legal structures support long-term financial planning.

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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.

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Actuaries

Working with actuaries experienced in Individual Pension Plans to design, calculate, and maintain compliant pension strategies.

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Banking providers

Working with banking providers to support lending, cash management, and the financial infrastructure behind long-term planning.

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Real Estate Agents

Working with experienced real estate agents who understand how property decisions interact with overall financial strategy.

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Business Consultants

Working with business consultants to help business owners strengthen operations, strategy, and long-term growth planning.

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Trust Specialist

Working with trust specialists to help structure trusts that support estate planning, asset protection, and family wealth transfer.

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Business Valuators

Working with qualified business valuators to determine accurate business values for planning, succession, and transactions.

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Cross Boarder Specialist

Working with cross-border specialists to help address planning considerations for individuals with financial ties across multiple countries.

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Property Valuators

Working with property valuators to provide independent assessments used in financing, transactions, and planning decisions.

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Health Specialist

Working with health specialists to support insurance planning, underwriting, and strategies connected to health-related risk.

CORPORATE FINANCIAL SERVICES

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Accounting & Tax

Partnered with an accounting firm providing accounting and tax advisory services, helping optimize tax strategies while integrating them seamlessly with your investment planning.

Corporate Investments

Investment strategies and structures designed specifically for corporations. Understanding the tax advantages and potential pitfalls of corporate investing is essential to effective planning.

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Group Benefits

Finding the right group benefits plan helps support long-term employee retention. Working with specialists from major group providers allows us to identify solutions that fit the needs of both your business and your employees.

Group Retirement Plans

Supporting businesses in strengthening employee loyalty, attracting and retaining top-tier talent, and helping employees build retirement savings.

Risk Management

Supporting shareholder agreements with life and disability insurance, business overhead protection, and key person coverage. An uninsured business can face an uncertain future.

Business Planning

Personal coaching designed to help business owners unlock the full potential of their corporation through thoughtful analysis and planning.

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EVERY ACCOUNT TYPE

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 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)

Let's talk

Establish and Define the Client-Planner Relationship

Clarifying roles, responsibilities, and expectations so the planning process begins with transparency, trust, and a clear understanding of how we will work together.

Let's talk

Let's proceed

Gather Client Data and Determine Goals

Collecting financial information and discussing priorities, objectives, and timelines to build a clear picture of your financial position and long-term goals.

Let's proceed

Contacting you shortly

Analyze and Evaluate the Client’s Financial Status

Reviewing your financial situation to identify strengths, risks, and opportunities that will inform the planning strategy.

Contacting you shortly

Group discussions

Collaborate with Partners and Professionals

Working with accountants, lawyers, and other specialists to ensure planning strategies align across tax, legal, and financial considerations.

Group discussions

Fresh perspective

Develop and Present Financial Planning Recommendations


Designing and presenting tailored strategies that address your goals while considering risk, tax efficiency, and long-term sustainability.

Fresh perspective

Let's get to work

Implement the Financial Planning Recommendations

Putting the approved strategies into action, coordinating investments, insurance, and other planning components as required.

Let's get to work

Keeping a close eye on progress is key

Monitor Plan and Financial Planning Relationship

Regularly reviewing progress and adjusting strategies as circumstances, goals, or market conditions change.

Keeping a close eye on progress is key
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Permanent Coverage

Whole and universal life policies

Temporary Coverage

Term life insurance options

Joint Policies

Joint life insurance plans

Specialized Life Products

Tailored business solutions

Permanent coverage

Built for long-term protection and estate planning.

  • Whole Life
  • Universal Life
  • Cash value accumulation
  • Estate liquidity strategies

Temporary Coverage

Protection for defined financial responsibilities.

  • Term Life Insurance
  • Income protection during working years
  • Mortgage or debt protection

Joint Policies

Coverage designed for couples and business partners.

  • Joint First-to-Die
  • Joint Last-to-Die
  • Estate Preservation

Specialized Life Products

Tailored solutions for unique financial needs.

  • Key Person Insurance
  • Buy-Sell Agreements
  • Corporate Life Insurance
  • Disability Buy-Out
CIRO SIZED ICON Public Markets CIRO SIZED ICON Private Markets CIRO SIZED ICON Structured Strategies AIC-logo sized Insurance Investments
Equities/Stocks Private Equity Corporate Class Funds Segregated Funds
Bonds Private Credit Return of Capital Funds High Interest Accounts
Exchange-Traded Funds (ETFs) Infrastructure Investments Tax-Efficient Income Strategies Annuities
Mutual Funds Real Estate Funds Institutional Strategies
Preferred Shares Healthcare Investments Institutional Strategies
Dividend Strategies Specialty Asset Funds Risk-Managed Portfolios
Global Asset Allocation Farming Principle Protected Funds