Trevor Gardner

Evaluator
DISC Type : SCD

Managing Director and Head, Global Investment Banking Coverage at RBC Capital Markets

Canada

Overview

Trevor Gardner is the Managing Director and Head of Global Investment Banking Coverage at RBC Capital Markets, where he guides the strategic direction and manages senior client relationships for the Canadian business. A Chartered Financial Analyst, he leverages his deep expertise, notably from his prior role co-heading the Canadian energy division.

Outside of finance, Trevor is deeply invested in community initiatives. He serves as the Chair of the Board of Directors for YMCA Calgary and is a member of the Deans Advisory Council for the Lazaridis School of Business at his alma mater, Wilfrid Laurier University, reflecting a strong commitment to community and education.

His involvement with the YMCA is a lifelong passion, stemming from his own membership since childhood.

Personality Overview

Thorough Evaluator

Fast But Analytical

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Investment Banking
As the head of RBC's investment banking business in Canada, he is responsible for its strategic direction and management.
Energy Sector
Previously served as the Co-Head of Canadian Energy for RBC Capital Markets, indicating significant expertise in this area.
Community Leadership
Demonstrates a strong commitment to community through his role as Board Chair for YMCA Calgary and as a university advisor.

Media Appearances

Trevor has no verified media appearances

Work History

6-2024
Managing Director and Head, Global Investment Banking Coverage at RBC Capital Markets
9-2019 - 11-2024
Managing Director and Head, Canadian Investment Banking at RBC Capital Markets
6-2014 - 9-2019
Managing Director & Co-Head, Canadian Energy at RBC Capital Markets

Education

1994 - 1998
Bachelor of Business Administration - BBA from Wilfrid Laurier University
Chartered Financial Analyst from CFA Institute

More Information

Social Presence :

Prographics :

Exp : 11 Location : Canada Job Level : Mid-senior Designation : Managing Director and Head, Global Investment Banking Coverage at RBC Capital Markets
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Insights For Selling To Trevor

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Trevor is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Trevor

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Trevor move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Trevor take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Trevor

Personality Compatibility


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