Trevor Krall B of Mgt, EPC, QAFP
Trevor started his career with IG Wealth Management in 2004. His background with financial interest started right after graduation and led him to take his Bachelor of Management degree where he became more passionate about finances, business management, and stocks and portfolios courses. He continued his education and has since attained the QAFP and EPC designations.
His passion is helping high net worth clients realize their financial potential by offering unique strategies and planning outcomes that encompass investment, tax, and estate overviews. Helping clients improve their planning success is an essential priority in Trevor’s practice.
Trevor and Sheri enjoy spending time together with their two children Jordan and Kianna. Like many people, they enjoy a great winter holiday abroad and love to travel. At home, a great weekend usually includes a variety of card games and time with friends. In the summer, camping is always on the list as long as it's out west in the foothills or mountains. Here Trevor always enjoys dirt biking, adventure biking and finding a river or mountain view to take a break and enjoy the surroundings.
Lionel Williams CFP®, CLU
Lionel made a career change to IG Wealth Management in August of 2015. He quickly found a passion for financial services and has expanded his knowledge, obtaining both his CERTIFIED FINANCIAL PLANNER® and Chartered Life Underwriter designations.
His professional attributes bode well to serving business owners and retirees best. Utilizing his skills and knowledge in corporate tax and corporate structure, Lionel has become very well versed in identifying strategies in protecting and planning for success of clients as they grow and exit their businesses. He has significant skill in identifying financial risks to client businesses and personal situations, and creating sound and robust risk management strategies.
Being well versed in IG's sophisticated planning software enables Lionel to create optimal strategies for clients to maximize their financial potential.
Making the most of his time when not working on financial plans, Lionel is busy with his family of five. He has been married to his wife Mia since August 2014 and has three amazing kiddos, Wren, Anson and Lena. Wren loves art and crafts, Anson can’t wait to get out at the dirt jumps on his bike and Lena is their 3rd wild child!
Their favorite places to get away to are Hawaii in the winter and Fernie in the summer. If they are not out of town Lionel can be found riding the Peloton or heading to the gym, hitting the dirt jumps with Anson or planning his next dinner with friends because he loves to cook. Family bike rides to the park are common with his active kids.
Lionel has also become an avid reader—he loves business, motivational and self-improvement books best. With a real DIY propensity Lionel is also building a 1972 Buick Skylark to be a daily driver during the day and pro-touring race car at the track. Did you say coffee?! Cause he loves coffee!
Rochelle Enriquez
Rochelle began working as an Executive Assistant at Krall & Williams Group Wealth Management in 2022. She holds a degree in Psychology and a diploma in Business Administration. In her role, Rochelle is responsible for executing data processing for trade orders and authorized contributions on behalf of clients. She reviews client accounts, maintains digital client files, and prepares digital forms for client signatures, ensuring that all activities comply with practice standards. Additionally, she proactively manages Trevor and Lionel's calendars for client meetings, whether in the office or virtually, and provides assistance as needed. Rochelle also oversees daily client relations and handles time-sensitive processes.
Originally from the Philippines, Rochelle relocated to Canada in 2021 with her common-law partner, Justin, in pursuit of a better future. Settling into their new life, Rochelle and Justin have embraced the vibrant cultural landscape of their surroundings, often spending their free time traveling around the city, indulging in diverse culinary experiences, and enjoying quiet moments at home cooking their favorite Filipino meals and watching their favorite movies.
Throughout the year, they find joy in exploring the beauty of Canada. In the winter, they take on the thrill of new adventures, including ice skating, tubing, and skiing, while marveling at the breathtaking frozen lakes of the Canadian Rockies. When summer arrives, they shift their focus to exploring Red Deer and other cities nearby and making the most of the warmer weather by organizing memorable trips to the Rockies with their closest friends.
Megan Callihoo
Megan began working as an Executive Assistant at Krall & Williams Group Wealth Management in 2020. She holds a Financial Services Diploma and Digital Marketing Certificate.
In her role, Megan adeptly manages aspects of our marketing initiatives, significantly enhancing our visibility and reputation. She excels in time management and calendar coordination for both Trevor and Lionel, ensuring seamless client interactions and meeting preparations. Additionally, Megan oversees and manages all insurance and estate documentation.
Megan Callihoo is a busy mom of two boys, Dawson and Hunter, and a wife to Ricky, who works in Texas for 20 days out of the month. With Dawson deeply involved in hockey, you can often find Megan at the rink, cheering him on while Hunter looks up to his big brother.
Despite her busy schedule, Megan always finds time for herself. She loves to unwind with her Kindle, making it a nightly ritual to escape into a good book before bed. She also enjoys walks or bike rides around her neighborhood, diving into the world of video games on Xbox or Nintendo Switch and discovering delicious new recipes to cook and bake. Her dynamic life is a perfect blend of family, fun, and personal passions.
