Our Team
At Starview Financial Advisors we provide comprehensive financial planning and independent investment and insurance advice, to clients throughout Ontario and British Columbia. Our clients are individuals and families, retirees, farmers and business owners spanning all age groups.
We employ a conservative wealth management process that aims to minimize the risk and volatility in your investment portfolios. Using an educational approach, we can help you understand your investments so you can take comfort in knowing your savings and retirement plan is on the right track.
At Starview Financial Advisors, we strive to provide you with exceptional, cost effective service to meet your retirement, estate, tax and investment goals.
Terry Sullivan, CFP, P.Ag. – Certified Financial Planner
Terry established a client focused financial planning business in 1996. Since then, continued success and growth has resulted in Trevor Pugh joining Terry and the establishment of Starview Financial Advisors.
Terry is a graduate of the University of Guelph with a Bachelor of Science in Agriculture. Following graduation he was employed with the Ontario Ministry of Agriculture & Food providing farm business and financial management advisory services. Terry also has experience in a consulting role with the Bank of Montreal and with the Dundalk & District Credit Union providing client financial management advisory services.
Terry has completed various financial industry courses including the Canadian Securities Course (CSC) and the Professional Financial Planning Course (PFPC). He has also completed Life Insurance License Courses and has received the Certified Financial Planner (CFP) designation. Terry is a Professional Agrologist (P.Ag.), a designation attained through the Ontario Institute of Agrologists.
Originally a Peterborough area native, Terry and his wife Judi live in the Orangeville area and also own a farm near the Beaver Valley. Terry is actively involved in the community via the Orangeville Lions Club and Orangeville Agricultural Society. As well, he is a charter member of the Greater Dufferin Area Estate Planning Council. In his spare time, he enjoys time with family, golfing and curling.
Trevor Pugh, CFP, BSc(Eng) – Certified Financial Planner
For over 10 years Trevor has provided Canadians with financial planning, investment and insurance advice. In 2011, Trevor and Terry formed Starview Financial Advisors to offer a full service, team approach to clients looking for tailored advice with a high level of service. Trevor has a passion for helping families with financial goals and uses his detail-oriented and analytical abilities to provide solid advice.
Trevor is a Certified Financial Planner® professional and has completed various financial services courses including the Professional Financial Planning Course (PFPC), CSI Capstone Course, the Canadian Securities Course (CSC), and the Life License Qualification Program (LLQP).
Trevor, a graduate of the University of Guelph, has a Bachelor of Science in Engineering (BSc Eng) Systems and Computing. After graduation, he spent several years in the enterprise business software sector assisting large corporations with sales and inventory process and data management.
An Orangeville native, Trevor lives with his wife, son and daughter on a polled Hereford cattle farm in the Town of Mono. As a family they enjoy travelling, hiking and sporting events. Trevor is is a member of the Greater Dufferin Area Estate Planning Council, a member of the Canadian Hereford Association and assists on the planning committee of the Dufferin Farm Tour.
Jennifer Sullivan Roblin, CPA, CGA - Financial Advisor
Jennifer joined Starview Financial Advisors in 2017 to support our quickly growing practice, bringing a diverse and complementary skill set to our business and clients. Jennifer is diligent, forward-looking, focused and client-oriented; sharing the values of Starview Financial.
Jennifer has a Bachelor of Commerce degree from the University of Guelph and a professional accounting designation, as a Chartered Professional Accountant (CPA, CGA). She has extensive experience in accounting and financial analysis roles for various multi-national corporations.
Jennifer has completed the Canadian Investment Funds Course (CIFC), Exempt Market Proficiency Course, Investing in Alternative Mutual Funds Course, and the Life License Qualification Program (LLQP). She is currently pursuing the Qualified Associate Financial Planner (QAFP) designation through FP Canada. She placed second in the June 2023 national QAFP exam and received the Award of Merit. Additionally, Jennifer has a broad range of tax and finance training through CPA Ontario.
Jennifer was born and raised in Orangeville, and has moved back to her hometown with her husband Steven and their two young sons.
