We all have questions when it comes to our finances. It’s possible you’ve read many of the best-selling financial authors, and are on top of your spending, investing, insurance and cash flow. Your retirement and education funds may be fully funded, and you’re enjoying a surplus every month thanks to a lifestyle that is far… Continue Reading
A few years back CBC’s Marketplace aired an episode that featured a hidden camera test as a prospective investor sought the advice of several advisors from a number of Canada’s top banks and financial advisory companies. The findings were atrocious: financial advisors gave unqualified, misleading and outright incorrect information to those who came in off… Continue Reading
The Certified Financial Planner® (CFP) designation is a professional certification mark for financial planners conferred by the Financial Planning Standards Council (FPSC), the international owner of the CFP mark outside of the United States. To receive authorization to use the designation, candidates must meet rigorous education, examination, experience and ethics requirements, as well as meet ongoing educational requirements each year. In fact,… Continue Reading
A Money Coach is a professional financial advisor who assists with any aspect of someone’s personal finances without selling financial products. The Money Coach works closely with an individual or couple to address their questions and concerns, gearing the advice and recommendations around the goals set. Because no financial products are sold (like mutual funds,… Continue Reading
Optimal Wellness Niagara (OWN) – the office home of Niagara Region Money Coaches – is hosting a ‘Meet the Expert’ event this Thursday, May 7th from 4:30 – 6:30pm. Come for light refreshments and meet all of the professionals who call OWN their own! This is a great opportunity to meet with the Owner/Founder of… Continue Reading
An event celebrating the Grand Opening of Niagara Region Money Coaches was held at Optimal Wellness Niagara on Wednesday, with several dignitaries in attendance presenting plaques to Founder/Owner Trevor Van Nest, B.Comm. (Hons.), CFP(R). Here are a few words spoken by our Mayors at the event... Mayor of Niagara Falls, Mr. Jim Diodati: “What is… Continue Reading
All are welcome to join Mayors Walter Sendzik (St. Catharines) and Jim Diodati (Niagara Falls) in celebrating the Grand Opening of Niagara Region Money Coaches. On Wednesday, December 10th from 12:30pm – 1:30pm at Optimal Wellness Niagara (26 Hiscott Street, St. Catharines), we will have a ribbon-cutting and tasty treats and drinks for everyone. Founder/Owner… Continue Reading
PR Web Media Release - St. Catharines, ON, November 17, 2014. Niagara Region Money Coaches is thrilled to announce their official opening this month, bringing the benefits of flat-fee Money Coaching to the Greater Niagara Region. Founder/Owner, Trevor Van Nest, B.Comm. (Hons.), CPF® is an award-winning Money Coach* with over 25 years in the financial… Continue Reading
Our financial experts would like to discuss with you your current financial status and your plans for the future.
Request A Free Consultation© 2025 Niagara Region Money Coaches. All Rights Reserved.
Web Design by vxFusion.