Trevor Fennessy is a private wealth management professional with more than a decade of experience working with high-net-worth families to achieve financial wellness and peace of mind. Trevor is currently a Private Wealth Advisor, Portfolio Manager with CWB Wealth Partners. Known for his calm, approachable manner and ability to work closely and inclusively with his clients, Trevor is passionate about helping others and is a strong advocate for establishing financial literacy across generations. 

Trevor holds an MBA from the Haskayne School of Business, University of Calgary, and obtained his BBA from Trent University. Trevor is also a Chartered Financial Analyst^® (CFA^®) charterholder, and a CERTIFIED FINANCIAL PLANNER^® (CFP^®) professional. Outside of the office, Trevor is a proud father of two young daughters, and enjoys staying active through playing hockey and golf.