Sunlife Financial

About

Trever Morris, Roy Fowler, and Dale Clarke make up a team of experienced and well-educated financial advisors. Based on your needs, we will help you make informed financial choices to build your savings and protect what you save against unexpected events.

Story

I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.

Sun Life Financial advisors are contracted with Sun Life Financial Distributors (Canada) Inc.

Mutual funds offered by Sun Life Financial Investment Services (Canada) Inc.

Please read the “Clear Connection” brochure to learn about payment policies, compensation structure and our responsibilities to clients. http://cdn.sunlife.com/static/canada/digital_media/Clear_Connections/IND_ClearConnections_EN_E.pdf

I am a Sun Life Financial advisor. These are my personal opinions, not professional advice, and they do not reflect the official positions of Sun Life Financial.

I grew up in Houston, BC, and after highschool I went to the University of Northern British Columbia where I completed a Bachelor of Commerce with a double major in Finance and Marketing. I hold a BC Mutual Funds license and a BC Life and Accident and Sickness license. I particularly enjoy helping families with financial planning as well as business owners, as I can relate to both.