Edward Jones - Financial Advisor: Trevor Willis
Trevor Willis is a CFP® financial advisor at Edward Jones in Grande Prairie, AB, offering wealth strategies, intergenerational planning, estate and legacy strategies, and retirement savings strategies. Services include web conferencing and phone consultations during standard week
- Emphasis on tax & financial planning
- Remote / virtual meetings
- Caregivers speak French
Strong fit for tax & financial planning.
Trevor Willis is a CFP® financial advisor at Edward Jones in Grande Prairie, AB, offering wealth strategies, intergenerational planning, estate and legacy strategies, and retirement savings strategies. Services include web conferencing and phone consultations during standard weekday business hours.
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A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Grande Prairie families.
Grande Prairie, AB
Compare with similar Grande Prairie providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Edward Jones - Financial Advisor: Trevor Willis · this provider | — | — | Tax & Financial Planning |
| Stringam Law | 256 | 4.4 | — |
| KMSC Law LLP - Grande Prairie | 208 | 4.7 | Wills & Estates |
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| Liberty Law LLP | 97 | 4.9 | — |
| Rigler Law | 84 | 4.6 | Wills & Estates |
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