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Customized One-on-One Business Coaching for Financial Advisors

Kim Poulin

B.A., CLU, CH.F.C.


Business Coach


Kim PoulinI began my career with Manulife Financial in Waterloo, Ontario as a Brokerage Assistant in 1989. In the 14 years that followed, I held a wide variety of positions including Brokerage Manager, Marketing Manager and New Agent Development. I relocated to Montreal in the year 2000 where I assumed the position of Regional Practice Management Consultant coaching many top advisors and their teams. I also played an important role on the regional management team by helping shape the organization's value proposition to their client, the advisor.


In 2005, I joined The Personal Coach. My advisor clients value my openness, honesty, coaching methods and enjoy the results that they get from my coaching process. It is especially rewarding for me to get advisory teams openly and effectively communicating. Helping advisors achieve success with less stress, more focus, and more confidence is always my main goal.


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