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Customized One-on-One Business Coaching for Financial Advisors

Afsar Shah

BA, LLB.

 

Business & Regulatory Coach

 

Afsar ShahI am very pleased to have joined The Personal Coach in 2018 after 25 years as a senior executive in the financial services industry. I am a corporate lawyer but have spent the majority of my career in various roles, including strategy development, mergers and acquisitions, and advisor training and regulatory education.

 

For 4 years, I was President of Sun Life’s mutual fund dealership, leading one of Canada’s largest mutual fund dealers. I believe that financial advisors deliver a vital service to Canadian investors and that their role is becoming increasingly more difficult. For the better part of the past 10 years, I’ve been travelling across Canada working with advisors and empowering them to develop strategies to meet the many challenges that confront them.

 

Most of my time is spent helping advisors with succession planning, acquiring books of business and better understanding and adapting to the changing regulatory landscape.

 

In my free time, I enjoy golfing, working out, reading on a wide variety of subjects, and indulging my 2 kids. I look forward to meeting with and helping as many clients of The Personal Coach as I can.

 

Get in touch with Afsar

 

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