Team of experts
The Personal Coach was established in 2002, with our coaches coming from various backgrounds including IIROC, MFDA, the insurance world, marketing and branding. Each coach has 20+ years of experience in the financial services industry. Our focus is on your agenda, goals and vision and our extraordinary team take a collaborative approach by pulling in the expertise of one another.
We help advisors like you in all stages of their business and bring to the table success, experience and perspective when it comes to growing your revenues, building your business or helping you to sell and monetize what you have built. The Personal Coach provides you with the expertise you need to drive results.
We tell clients what they need to hear, not necessarily what they want to hear. We focus on the implementation of your plan to achieve your vision. We change your business and your life. As we work together, over time, your business and life will look different than it looks today. The impact of our work is lasting and profound.
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Our role as coaches is to continually assess, advise, and inspire you and your business to achieve a more prosperous and gratifying outcome. Our members have decades of experience, are deeply involved in the financial world, and have deliberately merged to form a commanding team of coaches who have the formulas, hands-on talent and resources to help advisors develop an exemplary business.
April-Lynn Levitt
B.Comm, CFP
Business Coach
Lisa Mohammed
​Business Coach
Heather Amlin
​Operations & Efficiency Coach
TouchPoint Coach
Sue Block
​Assistant
Art Schooley
B.A, CLU, CH.F.C
Business Coach
Kim Poulin
B.A., FLMI, CLU, CH.F.C.
Business & Lead DiSC® Coach
Bob King
​Business Coach
Patricia Giesbrecht
​Business Coach
Charlene Wolthuizen
CFP, CPCC
​Business Coach
Kelly Maxwell
B.B.A​
Branding & Marketing Specialist
Brian Galloway
​Finance Manager
