Niagara Region Money Coaches

I can not say enough about Trevor and the service he provides. Trevor from the start made us feel very comfortable discussing our finances with him. Trevor is very genuine, personable and very straight forward with the tough questions. He has a wealth of knowledge that he has educated us with in order for us to see clearly what we needed to do in order to live the life we are accustom too in retirement. We will continue to use his services to check in and be sure we are on the right track.

My husband and I are working towards retirement, and our engagement with Trevor proved invaluable. He helped us understand where we are now and where we can be going forward by using some of his financial strategies. I highly recommend Trevor and Niagara Region Money Coaches.

The service that Trevor provides is invaluable. From budgeting to investing and even teaching kids about money management, he tailors his guidance to your needs. We cannot say enough good things about Trevor and highly recommend him.

Trevor's insights and approach are incredibly helpful. He undoubtedly has helped many people improve their financial futures.

My husband and I found Trevor's advice and expertise to be invaluable. We previously had no idea what to do or how to do it but have learned a great deal from Trevor. As a result we feel much more confident about the future and how to handle our finances. We highly recommend Trevor for anyone considering a money coach. He is personable, incredibly knowledgeable and very generous with his time and advice.

I am not shocked that Trevor- Niagara Region Money Coaches has nothing but excellent reviews thus far on Google. Trevor is very kind, professional, detailed and very knowledgeable. I feel much more confident about my investments and understanding how to manage my money. Trevor has shown me the value in financial education/ discipline and consistancy. A true professional and someone I have/ will continue to recommend for advice/education/portfolio review etc in the future.Thank you Trevor.

On so many levels, Niagara Region Money Coaches added tremendous value! Trevor was very personable and genuinely took the time to get to know us. He never rushed through a topic or made us feel that we were asking stupid questions and his thoughtful approach made us feel comfortable every step of the way.Trevor was able to educate and more importantly motivate us on a wide ranging, all-encompassing family financial & retirement plan and set us on a course for long-term success.Without Niagara Region Money Coaches, we could never have designed and implemented such an effective, detailed and sensible family financial plan that we confidently know will take us through to retirement and beyond. Thanks Trevor for making what could have been be perceived as a very daunting & laborious set of tasks into an enjoyable and educational experience that Jackie and I can simply not to a price tag on.

In just a few sessions, Trevor helped me build up my confidence and understanding of personal finance and investment. He is personable, knowledgeable, and took the time to make sure that everything was tailored exactly to my unique situation. I left every session with a clear and actionable list of tasks for me to put his teachings into motion. His coaching is 100% worth the investment.

Trevor has been an excellent advisor to my wife and I to guide us through our finances with a holistic approach. He walked us through the basics of finances and investing while overseeing our budget tracking to highlight our actual spends (always raises some unknowns/unexpected expenses) . This is an important aspect which Trevor uses to formulate a realistic financial plan. He is responsive and excellent communicator. With Covid he is able to provide all support and meetings over Zoom calls which allows for flexibility. Overall a great service and highly recommended.

Having recently retired, my spouse and I wanted to get a better understanding of how to make the most of our pension and savings. Working with Trevor was an eye-opener for both of us, providing us with the tools and understanding to budget, plan major purchases, simplify our investment strategy, and minimise costs. As well as giving us greater peace of mind, his skills as an educator have helped us to develop a joint understanding of where we want to be financially and how to get there. We can't recommend Trevor highly enough.