Specialties ? Most often advisors will have areas of specialities based on experience and training.
Categories ? We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor
Languages ? Advisors will sometimes have proficiency in languages other than English and French
Provinces Licensed | Served ? Occasionally advisors will be licensed in different provinces.
Certification/Additional Courses
? See our glossary of certifications at https://advisorsavvy.com/glossary-financial-certifications/
About Trevor
Years in Business: 14
Fee-based: Yes
Niagara Region Money Coaches
36 Hiscott Street, Suite 200
Suite 200
St. Catharines
Ontario
Canada
L2R 1C8