Niagara Region Money Coaches

HIGHLY recommend! Working with Trevor has increased my understanding and confidence of working with my money - he's an awesome coach and educator. I learn so much from each of our sessions and he works with my information and comfort level to move forward in my financial goals. Thank you, Trevor!

Trevor has been a fantastic help with our financial planning. He’s clear, honest, and takes the time to explain things in a way that makes sense. We had a lot of fun working with him. I can't recommend him enough.

Our experience with Trevor was priceless. His advice was objective and he helped us articulate our goals and gave us a way forward on how to achieve them. Since he is not attached to any one financial institution, his suggestions have no strings attached and if implemented the way intended, the gain will be all ours. Thank you Trevor for helping us understand the impact of fees, benefits of budgeting and tracking expenses and opening up alternate pathways to investing. It was and will continue to be, a pleasure working with you.

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.

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.