Assurance et Services Canada

Niagara Region Money Coaches - St. Catharines, Ontario

Adresse: 36 Hiscott St Suite 200, St. Catharines, ON L2R 1C8, Canada.
Téléphone: 2899694180.
Site web: niagararegionmoneycoaches.com.
Spécialités: Planificateur financier.
Autres données d'intérêt: Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes.
Avis : Cette entreprise a 51 avis sur Google My Business.
Avis moyen: 5/5.

Emplacement de Niagara Region Money Coaches

Niagara Region Money Coaches 36 Hiscott St Suite 200, St. Catharines, ON L2R 1C8, Canada

2899694180

Le Niagara Region Money Coaches est une entreprise spécialisée en planification financière, située à 36 Hiscott St Suite 2

Avis de Niagara Region Money Coaches

Niagara Region Money Coaches - St. Catharines, Ontario
Hema Sickand
5/5

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.

Niagara Region Money Coaches - St. Catharines, Ontario
D. Madole
5/5

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.

Niagara Region Money Coaches - St. Catharines, Ontario
Simon Carter
5/5

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.

Niagara Region Money Coaches - St. Catharines, Ontario
Joe Bala
5/5

Wonderful experience with Trevor. Helped us get educated and aligned our goals. Have recommended Trevor to many friends and would highly recommend Trevor to anyone looking for financial coaching, education and planning help.

Niagara Region Money Coaches - St. Catharines, Ontario
Dan B
5/5

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.

Niagara Region Money Coaches - St. Catharines, Ontario
Neil Ruane
5/5

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.

Niagara Region Money Coaches - St. Catharines, Ontario
Denise Boyko
5/5

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.

Niagara Region Money Coaches - St. Catharines, Ontario
Melanie F
5/5

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.

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