- C$72M+in client assets advised
- 20+ yearsof experience
- No client has leftsince inception
- CFP® CIM®designations
- CIROregulated, CIPF member
Wealth planning for Calgary
business owners, executives and families.
Independent advice, transparent asset-class fees, and access to private markets, from one accountable advisor. Planning is included when you invest with us.
“Working with Trevor at Maple Groove Financial has been an exceptional experience. His projection approach to financial planning has transformed what once felt complex into a clear, actionable roadmap tailored to both my current needs and long-term objectives. He has a remarkable ability to simplify sophisticated financial concepts, making every recommendation easy to understand and implement. Trevor’s expertise, transparency, and commitment to client education distinguish him as a trusted advisor. His clear communication regarding fees, depth of knowledge, and genuine investment in helping clients build financial literacy have given me tremendous confidence in my financial future. Most importantly, he has made saving and investing both engaging and purposeful. I highly recommend Trevor and Maple Groove Financial to anyone seeking a knowledgeable client-focused financial advisor.”
“Trevor introduced planning strategies and solutions I had never been shown before. His approach is thoughtful, thorough, and highly professional.”
“Trevor not only explained the IPP concept clearly to my accountants and earned their approval, but he also coordinated with the actuaries and all necessary parties, handling the entire process from start to finish. From paperwork to implementation, he made everything seamless, and I have never felt more confident about reducing taxes and increasing my long-term savings.”
“Trevor is extremely knowledgeable and experienced, and takes into consideration personal values, goals and circumstances as he helps you determine your best financial path. He took the time to not only guide me, but also to educate me on financial literacy and investments so that I better understood the choices I was making. He is detailed, diligent, transparent, and caring in his approach. Trevor also went out of his way to build a personalized plan including interactive charts and graphs so that I could better visualize my options and their long term results. Highly recommend.”
“Trevor made the transition of my investments seamless, and he speaks with you, not at you. He takes the time to ask how much you want to understand and explains things at that level. As a woman who wants to feel informed about my finances and never talked down to, I really appreciated his patience and the way he tailored everything to me. If you’re looking for someone who’s knowledgeable, approachable, and genuinely cares about helping you understand your finances, I highly recommend Trevor. I’m so glad I was introduced to him.”
“I work in plumbing and I am new to the world of finance. Trevor has guided me through serious decisions like buying a home, and he even built a calculator so I could understand my payments, qualification ratios like GDS and TDS, and exactly what my monthly costs would look like. He did not charge us anything; he simply asked that I invest with him once I am successful down the road. Trevor genuinely believes in what I am capable of, and he is a real confidence builder. I would recommend him to any tradesman, because he is a straight shooter who does not act superior. He collaborates with you.”
“Trevor helped us and did not charge a thing. We are starting a new life together, and he wanted to make sure we got off on the right foot. He has helped my fiancé understand mortgages by building online calculators, and he speaks directly with third parties like realtors and brokers to make sure we get the best deal. On top of all that, when we moved into our condo rental, he went to bat with the building manager and had our move in fee waived, because he saw it was not in the contract we signed. Thank you, Trevor!”
Precision Planning.
Proven Results.
Maple Groove Wealth Planners is a boutique wealth management practice operating under the regulatory framework of Designed Securities Ltd. We combine institutional-grade financial planning with proprietary technology tools to deliver outcomes that generic advisory firms simply cannot match.
Our advisors specialize in complex planning scenarios: business succession, executive compensation structuring, Individual Pension Plans, and multi-generational wealth transfer.
Our Story
Comprehensive Wealth Services
Ultra-Wealthy Investment Access
The public stock market represents only a fraction of the investment universe available. We provide access to markets and structures historically reserved for institutional investors and the ultra-wealthy, private credit, alternative assets, and exclusive mandates that most Canadians never know exist.
Retirement & IPP
Individual Pension Plan structuring and retirement income optimization for business owners and executives.
Financial Security
Working with a technologically advanced advisor means your financial data stays within a tightly controlled, boutique environment. A smaller firm means fewer hands on your information, reducing your exposure and keeping your financial footprint exactly where it belongs: private.
Wealth Planning
Comprehensive financial strategies tailored to your life stage, risk tolerance, and long-term goals.
Frequently Asked Questions
What does a financial advisor in Calgary do?
A Calgary financial advisor helps you build and manage a comprehensive financial plan covering investments, retirement, tax strategy, insurance, and estate planning. At Maple Groove Wealth Planners, we specialize in working with incorporated professionals, business owners, and high-net-worth families across Alberta.
How much does a financial advisor cost in Canada?
Fee structures vary. Some advisors charge a percentage of assets under management (typically 0.5% to 1.5% per year), others charge flat fees or hourly rates, and some are compensated through product commissions. Maple Groove operates on a transparent fee basis with no hidden commissions on investment products.
What is the difference between a CFP and a regular financial advisor?
A Certified Financial Planner (CFP®) has completed rigorous education, passed a national exam, and is bound by FP Canada's Standards of Professional Responsibility, which put the client's interest first. Not all financial advisors hold the CFP designation. Trevor Lawrence holds both the CFP® and CIM® designations, representing expertise in both financial planning and portfolio management.
Do I need a financial advisor if I already have an accountant?
Yes. Accountants focus on tax compliance and reporting for the past year. A financial advisor focuses on forward-looking strategy: how to structure your wealth, minimize future taxes, grow your investments, and protect your estate. The two roles are complementary, not interchangeable.
What is a holding company (Holdco) and do I need one?
A holding company is a separate corporation that owns shares in your operating company. It allows business owners to move retained earnings out of the operating company tax-free via intercorporate dividends, protecting those assets from business risk and enabling more sophisticated investment strategies. Whether you need one depends on your income level, corporate structure, and long-term goals.
How do I choose a financial advisor in Calgary?
Look for a fee-transparent advisor who holds recognized designations (CFP®, CIM®, or CFA), is registered with CIRO, and has experience with your specific situation. Ask how they are compensated and who holds your assets in custody, and look them up on CIRO's AdvisorReport at ciro.ca.
Ready to Design Your Financial Future?
Book a 15-minute call with Trevor Lawrence, CFP® CIM®. No documents needed, no pressure.
Book a 15-minute call