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Afsar Shah

Keynote Speaker | Waterloo, Ontario

Succession, Exit & Business Planning
Speaker for Financial Professionals

Afsar Shah's Expertise: Succession & Exit Planning, Business Transition Strategy, Practice Acquisitions, Practice Valuations, Business Continuity Planning, Buying & Selling Advisory Practices, Retirement Readiness for Advisors, Business Structure, Partnership Planning, Legacy Planning, Risk Management, Long-Term Business Planning 

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Trusted by Leading Organizations

TD Canada Trust Logo
Bank of Montreal Logo
iA Wealth Logo
Manulife Logo
Scotia Wealth Management Logo
Sun Life Logo
Wellington Altus Logo
Absolute Engagement Logo
Edward Jones Logo
Equitable Logo
Morgan Stanely Logo
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About Afsar Shah

For nearly two decades, Allyson Lee has helped financial advisors, business leaders, and entrepreneurs unlock greater performance by changing the way they think. As an executive coach and keynote speaker, she challenges audiences to recognize the mindset patterns that influence their decisions, relationships, leadership, and long-term success.

Working with top-performing financial advisors across Canada, the United States, Europe, Australia, and New Zealand, Allyson has coached many professionals recognized on the Barron's Top 100 and Forbes Top Financial Advisors lists. Her practical, engaging approach helps advisors move beyond limiting beliefs, gain clarity, and build businesses and lives with greater purpose and intention.

Known for her signature philosophy of "Choose Above," Allyson inspires audiences to shift from reactive thinking to intentional action. Rather than focusing on motivation alone, she equips attendees with practical strategies they can apply immediately to improve confidence, resilience, decision-making, and personal effectiveness.

A lifelong student of human behaviour and performance, Allyson is a Certified Neuro Transformational Coach (CNTC) and is certified in Emotional Intelligence and DiSC Personality Profiling. Her presentations blend neuroscience, coaching experience, and real-world stories to create meaningful conversations that continue long after the event ends.

​Whether speaking to emerging advisors, experienced practice owners, or leadership teams, Allyson's sessions leave audiences with a renewed perspective, practical tools, and the confidence to create meaningful momentum in both their professional and personal lives.

“Excellent presentation; topic was very fitting to today’s markets. It really drove home how my business needs to change.”

Afsar's Signature Topic

The #1 Misconception around Succession Planning
How to harness true positivity to create your ideal business and life

If you don't have a plan, you don't have much. Most accomplished advisors are aiming for heightened growth, profitability, and enhanced structure while truly visionary advisors are considering the next steps in their careers concurrently.

The failure to see succession planning for what it really is and what it represents – in terms of strategic,

operational and  nancial bene ts to you and your business - is not only a huge misconception, but it

then leads to signi cant missed opportunities for advisors.

We will focus on:

• Understanding exit, succession, contingency and transition

• The bene ts of these choices and the impact on your business

• Real life stories

• Your Master Plan

Book A Complimentary Call With a Coach

This is a simple discovery call to understand your goals, challenges, and whether our coaching or programs are a good fit.

Thanks for submitting! We will be connecting with your very soon.

LET'S CREATE BUSINESS MOMENTUM TOGETHER.

Mailing Address:

55 Northfield Drive East, Suite #312
Waterloo, ON N2K 3T6, Canada​

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