About York Region Money Coaches

Trevor Van Nest

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 27 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 MoneySense® Approved Financial Advisor, a member of the Canadian Institute of Financial Planning, and two Chambers of Commerce.

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.

Trevor has been happily married to Rev. Anita Van Nest for 26 years and they have three adult children.  Together they enjoy time at the 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, including: serving on the Board of Governors at the University of Toronto’s Presbyterian Theological College, being an active member of Rotary International, leading a men’s study and support group, and advocating for the good work that Habitat for Humanity and Cottage Dreams Cancer Recovery Initiative do each year.

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.

Trevor is now fully dedicated to his Niagara Region Money Coaches office in St. Catharines (26 Hiscott Street, Suite 101).  However, he is still available to clients living in York Region and nationally via remote media including Skype, GoToMeeting, Telephone and in-person in his office in St. Catharines.

 

CIFPs logo

Member, Financial Planning Standards Council

Newmarket Chamber of Commerce

Member, Newmarket Chamber of Commerce

Globe And Mail

York Region Money Coaches featured in a financial facelift

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York Region Money Coaches featured in ‘Money Talk’