With 28 years of experience in the financial services industry, Trevor Armstrong is a trusted financial professional helping clients build, preserve, and transition wealth with confidence. He specializes in comprehensive financial planning, tax-efficient investment strategies, and estate planning, offering personalized solutions grounded in expertise and integrity.
Trevor holds the Financial Management Advisor (FMA) and Personal Financial Planner (PFP) designations, along with a Bachelor of Commerce in Business Administration from the University of Saskatchewan. His professional approach combines deep market knowledge with a passion for client education, empowering individuals and families to make informed decisions at every life stage.
As a dedicated community leader, Trevor serves on the Board of Directors for Haven Family Connections in Saskatoon, contributing to programs that strengthen families and support children in need.
Outside of work, he enjoys cooking, golfing, and cheering for the Saskatchewan Roughriders, valuing life’s simple joys and the importance of balance.
Above all, Trevor believes that true success is measured by his clients' achievements. His mission is to serve as a trusted partner — helping clients secure their financial future while making a meaningful difference along the way.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond managing money — we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.
Meet the team
Trevor Armstrong, FMA, PFP
- Email: trevor.armstrong@optimizewealth.com
- Phone: (306) 934-0010
Tammy Armstrong
Administration Assistant
- Email: tammy.armstrong@optimizewealth.com
- Phone: (306) 934-0010
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Ryan Moroney, MBA, CIM®
Portfolio Manager
Ryan Moroney is a Portfolio Manager at Optimize who helps clients align their investments with long-term goals. He believes portfolio management is more than asset allocation — it’s about providing steady guidance, clear communication, and high-quality support through each financial decision.
Problem-solving has always come naturally to Ryan; it’s what drew him to financial services. He finds purpose in tackling complex challenges and designing personalized strategies with advisors, while witnessing clients gain clarity and confidence along the way.
When he’s not working, Ryan recharges by travelling and attending live music events. These experiences help him maintain a balanced life full of diverse perspectives.
- Email: ryan.moroney@optimize.ca
- Phone: (416) 907-9939
Team values
Integrity as Our Guiding Principle
At Armstrong Private Wealth Management, integrity is the foundation of everything we do. We are dedicated to acting with honesty, fairness, and transparency in every interaction. Clients can trust that each recommendation is made with their best interests in mind. By upholding the highest ethical standards, we build long-term relationships rooted in trust and respect, ensuring that every client feels confident and secure as they pursue their financial goals.
Client-First Approach
Clients are at the heart of every decision at Armstrong Private Wealth Management. We take the time to understand each client’s unique goals, needs, and circumstances, crafting personalized strategies designed to deliver meaningful outcomes. By focusing on proactive communication, tailored advice, and exceptional service, we foster trusted relationships that provide clarity and confidence throughout every stage of the financial journey. Our client-first mindset ensures your success is always our priority.
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Our dedication to excellence is
reflected in every aspect of our work
Clients can expect a proactive, high-touch experience designed to simplify and enhance their financial lives. At 4 Pillars Wealth, we believe in consistently going above and beyond to deliver exceptional service and build lasting relationships. This means not only addressing clients' current needs but also anticipating future challenges and opportunities, helping them feel confident and prepared for what lies ahead.
Innovation That Drives Results
Innovation is a key pillar of Armstrong Private Wealth Management’s approach. We leverage advanced tools, cutting-edge strategies, and forward-thinking insights to help our clients navigate an ever-changing financial landscape. By staying informed on emerging trends and continuously refining our practices, we deliver solutions that are both dynamic and effective. Our commitment to innovation ensures that clients receive the best possible advice and strategies to achieve lasting financial success.
Timeline
1997-1999
Trevor began his career as an Investment Advisor at IG Wealth Management, building a strong foundation in financial planning and client service.
1999-2001
He continued as a Financial Advisor at Member Care Financial, focusing on holistic financial advice for families and individuals.
2001-2006
At CIBC Imperial Service, Trevor served as an Investment Specialist, helping clients grow and protect their wealth.
2006-2013
Trevor advanced his practice at BMO Nesbitt Burns as an Investment Advisor, delivering personalized investment strategies.
2013-2025
During his tenure at Manulife Wealth, Trevor provided comprehensive wealth management solutions to a diverse client base.
2025-Present
Today, Trevor is an Investment Advisor with Optimize Wealth Management, dedicated to helping clients achieve lasting financial success.
Supporting our community
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Armstrong Private Wealth Management is proud to support Haven Family Connections, an organization dedicated to strengthening families and supporting children through community-focused programs. Through service on the Board of Directors, including as Vice Chair, the team contributes to Haven’s mission of providing vital resources, guidance, and support to families in need. This involvement reflects Armstrong Private Wealth Management’s commitment to fostering a stronger, healthier community where every family has the opportunity to thrive.
