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Trevor Van Nest

Owner / FounderNiagara Region Money CoachesSt. Catharines, Ontario

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.

This user account status is Approved

Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Education & Fluency Planning Insurance Planning Investment Planning Real Estate Investing Retirement Income Planning Tax Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Coach Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Nova Scotia Ontario Prince Edward Island Quebec Saskatchewan

Certification/Additional Courses ?

CFP®

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