Trevor joined Encasa Financial in June 2026 as Chief Investment Officer and Chief Compliance Officer. In this role he oversees Encasa’s investment platform, including model portfolio construction, sub-adviser selection and monitoring, and fund performance reporting. He works with Encasa’s leadership and Board to align the capital reserve program with the liquidity, risk and long-term capital needs of non-profit, co-operative and affordable housing investors.
Trevor brings more than 20 years of experience as an OSC-registered Advising Representative, Chief Compliance Officer and Portfolio Manager. He has built and led multi-asset investment platforms for high-net-worth families, family offices and institutional clients, with particular focus on asset allocation, responsible investment implementation, volatility and risk management, and technology-enabled portfolio processes.
Prior to Encasa, Trevor was Managing Partner and Head of Public Strategies at Spectrum Capital, a family-office network with more than $10 billion in assets under management, where he led public-markets strategy and product development. He previously served as Chief Portfolio Strategist and Chief Compliance Officer at Vestcap Investment Management, where he was responsible for investment strategy, portfolio construction and compliance for approximately $400 million in assets across more than 50 family clients.
Trevor is a CFA charterholder (2008) and holds a Bachelor of Business Administration with a double major in Finance and Management Science from the Schulich School of Business at York University. He has guest lectured at the University of Toronto on wealth management and investment technology and is an active member of his community.
Encasa is committed to providing investors with the opportunity for capital growth while adhering to the principles of socially responsible investing.