About

Trevor Van Nest, B. Comm. (Hons.), CFP®

Trevor is the Founder and Owner of York Region Money Coaches (2010) and Niagara Region Money Coaches (2014).  He is passionate about educating clients and helping them make great money decisions for themselves and their families.

With over 30 years of experience in the financial services industry in areas ranging from Credit Cards, Insurance, Investing, Banking and Lending, Trevor combines an understanding of the financial services industry with a heart for teaching.  He was born in Kingston, Ont., graduated with a B.Comm. (Hons.) degree from Queen’s University, and is a Certified Financial Planner® professional.  He is a member of the Canadian Institute of Financial Planning, the Greater Niagara Chamber of Commerce and is a Director of the St. Catharines Rotary Club (2019-2021 & 2023-2025).

Certified Financial Planner®

The Certified Financial Planner® designation he holds is the gold standard in the industry, representing the highest level of professional integrity, knowledge and experience. In addition to the ongoing continuing education requirements, this designation requires all members abide by a strict code of conduct – bringing additional confidence to the client experience. As a fiduciary, Trevor is entrusted to put the needs of his clients first, without exception.

Experience & Recognition

Having spent many years as an executive at a Fortune 500 company, he is now enjoying his most rewarding work yet – personally guiding clients through a complex financial world, and helping them achieve financial peace.

The services of Niagara Region Money Coaches are now being recommended by several organizations in the area including Wellspring Niagara, Youngs Insurance, Aldershot Financial Group, Grant Thornton LLP, Financial Divorce Solutions and Optimal Wellness Niagara.

York Region Money Coaches was awarded 2014 Professional Services Business of the Year by the Newmarket Chamber of Commerce.

Niagara Region Money Coaches was recognized as a Finalist in the category of 2016 Outstanding New Business by the Greater Niagara Chamber of Commerce.

Recent winner of the 2024 Financial Planner of the Year for the Greater Niagara Region by Consumer Choice Awards.

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Member, Financial Planning Standards Council

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Member, Greater Niagara Chamber of Commerce

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Member, St. Catharines Rotary Club

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Personal Life

Trevor has been happily married to Rev. Anita Van Nest for 33 years and they have three adult children.  Together they enjoy time at their cottage, travel and the occasional round of golf.  Trevor has been an internationally-ranked runner for the 40+ age group, and now enjoys a variety of non-profit philanthropic activities.

As an active Board Member of the St. Catharines Rotary Club, Trevor serves as the Chair of the Rotary – CAA Niagara Golf tournament that raises funds for local charities, and enjoys reading with children at a local school as a Rotary Reader. Trevor leads a men’s study and support group, and advocates for the good work that Habitat for Humanity and Cottage Dreams Cancer Recovery Initiative do each year. As a kidney donor in 2017, Trevor also supports and encourages Canadians to consider the gift of organ donation for the benefit of others in need.

The Niagara Region Money Coaches office is located on the same Hiscott Street where Trevor’s grandfather founded Densmore Tool & Die Works Ltd. in 1956.

Corporate Speaking Engagements

If you would like Trevor Van Nest to come to your place of business, a variety of engaging topics and content-rich presentations are available in one-hour Seminars.  Please call for details and availability.


Organizations that have enjoyed a Money Coach speaking engagement recently include the St. Catharines Bell Media Office, CAA Niagara Head Office, Optimal Wellness Niagara, St. Catharines-Lakeshore Rotary Club, Waldan Gardens (Wainfleet), St. Andrew’s College, Ryerson University, Intelex Technologies, Wellspring Niagara, Aldershot Financial Group and Plan Group Inc. in Vaughan.


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Testimonials

Trevor carefully examined our financial affairs and listened to what our goals were for the future. He then proceeded to show us how to better manage our money and how to eliminate expenses which were costing us hundreds of dollars every month. That alone paid for our sessions! - Bill and Laura H., Niagara-On-The-Lake
We met with Trevor as a pre-wedding gift to ourselves. He worked with us to eliminate debt and plan for future life stages. Now married and with our plan in full execution, we have achieved the stable financial footing that we were seeking. Thank you, Trevor. - Mark and Angela D., Ajax

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