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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.

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Overall Rating
5.00 average based on 4 reviews.
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HeatherH
A True Teacher/Coach by HeatherH, 30 September 2019 Our time with Trevor has been very valuable, and has provided us with the knowledge and confidence we need to shortly head into retirement. It was so reassuring to seek the advice of a Financial Planner who does not receive trailers or commissions; the advice we received was honest and straightforward. Trevor is a Money Coach, because he believes in the power of teaching people to take control of their money rather than let money (debt) control them. Many Fee Based, Money Coaches/Financial Planners will only accept high net worth people as clients; Trevor is delighted to work with anyone who is eager to learn.
Thanks Trevor!
by HeatherH, 15 April 2021
Alex Li
Invaluable Mentorship by Alex Li, 29 September 2019 My wife and I are grateful to have learned from Trevor. He is passionate, approachable and extremely qualified to be a financial coach. Our sessions together were customized to our needs. He has guided us towards developing short-term and retirement goals, and an overall sense of security and confidence. Our beliefs and behaviours around money have been tuned in such a way that we know exactly where we stand when the economy fluctuates or when something unexpected happens.
Trevor lives by everything he teaches. We highly recommend him and have recommended him to all our friends.
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by Alex Li, 15 April 2021
MSS
Best investment we’ve ever made by MSS, 26 September 2019 We hired Trevor a few years ago to help us with some key decisions and to give us more knowledge and momentum for both investment planning and debt-reduction. We received so much from the money coaching experience that is hard to narrow down what we found most valuable. We learned a lot, we received great clarity on our current and projected financial situation and gained the confidence to make some important decisions that have greatly reduced investment fees and improved our financial results. Trevor is kind, thoughtful and non-judgemental. We have recommended Trevor to countless other people.
by MSS, 15 April 2021
AnthonyandLiz
Thankful to have met him by AnthonyandLiz, 26 September 2019 Trevor is a genuine and sincere person! He truly wants to educate you to take control of your investments and reduce debt.
by AnthonyandLiz, 15 April 2021
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