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Celebrating your wins

Taking Time to Celebrate Wins

February is a busy month for financial advisors so rather than provide tips and resources, we are celebrating our clients' accomplishments. It is truly amazing watching what happens when clients commit to their goals and achieve their vision. Here are the milestones we've tracked.

 

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Kelly Maxwell, Marketing Specialist
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February 19, 2021
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Kim Poulin, Business Coach
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February 10, 2021
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April-Lynn Levitt, Business Coach
8
February 9, 2021
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Fortunato Restagno, Brand Coach
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January 25, 2021
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Patricia Giesbrecht, Business Coach
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December 10, 2020
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Afsar Shah, Business & Regulatory Coach
7
May 12, 2020
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Alison Ottewell, Marketing Coach
2
February 3, 2020
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Bob King, Business Coach
1
August 30, 2019
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Heather Amlin, Operations & Efficiencies Coach
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June 17, 2019
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Art Schooley, Business Coach
1
June 17, 2019
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