Years in Business: 10
Niagara Region Money Coaches is an independent company dedicated to educating clients and assisting them with all aspects of their financial planning without any product selling, ensuring completely objective advice.
Founder/Owner Trevor Van Nest, B.Comm. (Hons.), CFP® empowers his clients with the knowledge they need, and assists them with whatever financial challenges and questions they might have. As a fiduciary, and with a long list of credentials and experience, he is able to provide expert and unbiased financial planning and money coaching to help clients achieve their goals.
For a reasonable fee spread over 3 months, clients are provided with expert opinions and advice in all categories related to their money and investments.
A free no-obligation 45-minute consultation is available to anyone who wants to meet with Trevor (in-person or via phone or GoToMeeting nationally) to learn more. Average client satisfaction rating over the past 9 years is 9.8/10.