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Customized One-on-One Business Coaching for Financial Advisors


Client Stories


Our clients come from various backgrounds including IIROC, MFDA and Insurance worlds and begin working with us at any stage of business – developing, established or transitioning businesses.


They have all the qualities of an effective advisor and benefit from our direction, implementation and accountability to turn their good business into a great business.



Our experience with The Personal Coach has been nothing short of fabulous. They take the time to really understand the needs of our practice and tailor recommendations to us. There’s nothing cookie-cutter about their approach and we’ve seen the results. Our production and productivity are up significantly and we attribute that to their advice and guidance. The investment we made in our business when we hired TPC has certainly paid off and we look forward to continued growth in our practice in the years to come.

- Angel Georgijev-Lowe, Georgijev Financial Group, London, ON



As someone who has worked in the industry for over 25 years, running his own practice for the last 14, it is amazing what you can learn when you have someone that can help open your eyes to a bigger and better future. It is obvious to me what has made you successful, and will continue to make you successful for many more years to come!

- Jim Kilgour, Advanced Benefits Consulting, Waterloo, ON



My father always preached, "together, we’re better." That philosophy certainly applies to our relationship with The Personal Coach. We have achieved significant and continued success over the last many years thanks in part to The Personal Coach. TPC and its great people played a very important role and we thank you dearly for your contribution. We are very much looking forward to the continued relationship.

- Corey McHugh, The McHugh Group, Pointe-Claire, QC



Coaching with a combination of branding has contributed to our business goals greatly. I didn’t want to be in this business another 20 years not knowing a better way. The Personal Coach team has given us a better understanding of how to structure our firm to create the right momentum and build our business.

- Reg Braun, Gallery Wealth Management, Morden, MB



The direction and focus provided by The Personal Coach over the last 10 years has helped increase our revenues by 400%. We are well positioned for future growth and thanks to our coach, we are prepared to thrive in a continually changing and challenging marketplace.

- Peter Pearson, Vocari Financial Solutions Ltd., Squamish, BC



The Personal Coach was able to create for me, on paper and through images, exactly what I had in my mind but did not know how to articulate in my own words, like a painter or sculptor. This was something that I should have done when I first entered my career! The conversation alone gave me insight into my business and who I am and what I am striving for in my business, and it brought me back to the reason why I started working in this business in the first place. I was re-inspired all over again. I look forward to continuing this journey.

- Michelle Jordan, Pointe-Claire, QC