About York Region Money Coaches

Tracey Britt

Tracey Britt, M.Ed., CFP®

Tracey is a long-time resident of Aurora and a Professor of financial planning and economics at George Brown College.  She has a strong desire to facilitate learning for both her students and her clients in becoming financially literate and to empower them to make smart money decisions.

She has over 15 years of experience in the financial services industry as a financial planner and educator.  Tracey is a Certified Financial Planner® professional and holds a B.A. (Hons.) in applied economics and a Master in Education.  She worked for almost 10 years as a Financial Planner for a Canadian bank.  Before joining George Brown College in 2012, she worked in the education department of the licensing body for CFP professionals in Canada.

Tracey has been married for over 10 years and has two high-energy children.  She enjoys spending time with her family, gardening, working out and playing golf.

As a professor she is helping to educate, motivate and mentor the next generation of financial services professionals.  As a Money Coach she is dedicated to demystifying the complex financial world for individuals and families and to offer practical strategies and advice to help clients take control of their finances and find financial peace.

Fran Clare

Fran Clare, Member, Canadian Institute of Financial Planning

Fran is a Money Coach with a genuine desire to empower her clients in all areas of their financial lives.   She has worked with over 300 clients through the design and execution of financial literacy programs for non-profit organizations within York Region.  Her extensive experience in one-on-one Money Coaching and passion for improving her clients’ relationship with money is a natural fit for York Region Money Coaches.

Fran was educated in Europe and holds accreditation in Business (Whitehall College, Dublin) and Human Resources (Ryerson Polytechnic, Toronto).  She is now pursuing her Certified Financial Planner® professional designation and is a member of the Canadian Institute of Financial Planning.  Fran combines over 25 years of business acumen and her experience as a financial educator to help her clients achieve their financial goals.

Fran has been featured on CBC’s “Here and Now” talk show as well as Rogers Daytime TV as a financial literacy advocate, and continues to seek new opportunities to help Canadians eliminate debt, invest smarter and make positive changes to their financial lives.

Fran has been a proud resident of Newmarket for the past 15 years and is a single mom.  In her spare time she enjoys keeping fit, writing poetry (published, October, 2014), and involving herself in a number of fundraising efforts – including the world’s largest obstacle race (‘Warrior Dash’) to raise money for SickKids.

Joanna Rybak Photo

Joanna Rybak, B.A., FPSC® Level 1 Certificant

A passion for personal finance coupled with a desire to help people inspired Joanna Rybak to become a Money Coach.  Joanna successfully completed the Financial Planning Post-Graduate program at Humber College where she excelled in all areas of the program including retirement planning, strategic investing and estate planning.  She was one of the top students in the program and was awarded the bronze medal in the Eastern Canada 2014 CIFP Case Competition.  By successfully passing the FPE1 exam, Joanna is in the final stages of completing the requirements for CFP designation.

In addition to her educational credentials in financial planning as well as a B.A. from the University of Toronto, Joanna also has many life experiences to draw on.  She knows how to stretch a dollar, and manage a windfall; she’s been involved in a family business and has been a caregiver and thus, knows how to manage the financial affairs for terminally ill and elderly loved ones.  As a result she can relate to people with various needs and is enthusiastic in helping them achieve their financial goals and well-being.

Joanna has lived in both Canada and the United states, and is currently a resident of Etobicoke. In her spare time she loves to read, travel and is a volunteer with her dog at Dorothy Ley Hospice.

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).  Now living in the Niagara Region, he is passionate about educating clients and helping them make great money decisions for themselves and their families.

With 25 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, and two local Chambers of Commerce.

Trevor has been happily married for twenty-three years and has three 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 being a Board Member of the U. of T. Presbyterian Theological College and supporting the good work that Habitat for Humanity and the 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 people through a complex financial world, and helping them achieve financial peace.

Trevor is available for appointments at his Niagara Region Money Coaches office (26 Hiscott Street, St. Catharines), or via Skype or via telephone.

CIFPs logo

* Associate Member, Canadian Institute of Financial Planners

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’