Meet Your Growth Partners
Decades of financial expertise, one mission:
your confidence, focus, and freedom
From financial services and compliance to marketing, branding, and business strategy, our coaches bring diverse expertise and a collaborative approach to help you
grow your practice at every stage of your journey.
Our Team
Since 2002, The Personal Coach has been built by advisors, for advisors. Our team brings together seasoned experts from financial services, marketing, compliance, branding, and operations; each with 20+ years of experience. What sets us apart is our collaborative coaching approach: we listen to your goals, work with your agenda, and activate the right experts just when you need them.
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We don’t just plan; we implement. We don’t just advise; we push you to achieve the outcome you’ve been working toward. Whether you're growing your revenue, sharpening your operational playbook, or preparing for succession, we’re here to partner with you at every stage. With TPC, your business and your life will grow, because your vision deserves experts who believe in making your success lasting and profound.
Juli Leith
B.A., FLMI, CLU
President & Business Coach
Everything DiSC Style: Di​
-
Getting Results
-
Generating Enthusiasm
-
Valuing Collaboration
DiSC® is a personality assessment that helps us understand communication styles and teamwork preferences, so we can collaborate more effectively
and support advisors with
greater clarity.
Kim Poulin
B.A., FLMI, CLU, CH.F.C.
Business & Lead DiSC® Coach
Everything DiSC Style: CD
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Offering Challenge
-
Getting Results
-
Ensuring Accuracy​​
DiSC® is a personality assessment that helps us understand communication styles and teamwork preferences, so we can collaborate more effectively
and support advisors with
greater clarity.
Allyson Lee
BA, CPCC, CNTC
Keynote Speaker &
Business Coach
Everything DiSC Style: I
-
Generating Enthusiasm
-
Valuing Collaboration
-
Getting Results
DiSC® is a personality assessment that helps us understand communication styles and teamwork preferences, so we can collaborate more effectively
and support advisors with
greater clarity.
Charlene Wolthuizen
CFP, CPCC
​Business Coach
Everything DiSC Style: S
-
Giving Support
-
Maintaining Stability
-
Valuing Collaboration​​
DiSC® is a personality assessment that helps us understand communication styles and teamwork preferences, so we can collaborate more effectively
and support advisors with
greater clarity.
Kelly Maxwell
B.B.A​
Branding & Marketing Specialist
Everything DiSC Style: CS
-
Maintaining Stability
-
Ensuring Accuracy
-
Giving Support​​
DiSC® is a personality assessment that helps us understand communication styles and teamwork preferences, so we can collaborate more effectively
and support advisors with
greater clarity.
Emily Bennet
B.Comm.
Information Technology Consultant
Everything DiSC Style: C
-
Ensuring Accuracy
-
Maintaining Stability
-
Offering Challenge
DiSC® is a personality assessment that helps us understand communication styles and teamwork preferences, so we can collaborate more effectively
and support advisors with
greater clarity.
Mahmod Said
Digital Marketing Specialist
Everything DiSC Style: C
-
Maintaining Stability
-
Ensuring Accuracy
-
Giving Support
DiSC® is a personality assessment that helps us understand communication styles and teamwork preferences, so we can collaborate more effectively
and support advisors with
greater clarity.
Art Schooley
B.A, CLU, CH.F.C
Business Coach
Everything DiSC Style: i
-
Generating Enthusiasm
-
Valuing Collaboration
-
Getting Results​​
DiSC® is a personality assessment that helps us understand communication styles and teamwork preferences, so we can collaborate more effectively
and support advisors with
greater clarity.
Afsar Shah
B.A., LLB
Business & Regulatory Coach
Everything DiSC Style: CS
-
Maintaining Stability
-
Ensuring Accuracy
-
Giving Support​​
DiSC® is a personality assessment that helps us understand communication styles and teamwork preferences, so we can collaborate more effectively
and support advisors with
greater clarity.
Patricia Giesbrecht
Business Coach
Everything DiSC Style: S
-
Giving Support
-
Maintaining Stability
-
Valuing Collaboration​​​
DiSC® is a personality assessment that helps us understand communication styles and teamwork preferences, so we can collaborate more effectively
and support advisors with
greater clarity.
Sabrina Castellano
CFP, CIM, FCSI, ACC
​Practice Management Coach
Everything DiSC Style: Di​
-
Getting Results
-
Generating Enthusiasm
-
Valuing Collaboration
DiSC® is a personality assessment that helps us understand communication styles and teamwork preferences, so we can collaborate more effectively
and support advisors with
greater clarity.
Sue Block
Assistant
Everything DiSC Style: S
-
Giving Support
-
Valuing Collaboration
-
Ensuring Accuracy​​​
DiSC® is a personality assessment that helps us understand communication styles and teamwork preferences, so we can collaborate more effectively
and support advisors with
greater clarity.
Rochelle Rae
Creative Commuication Strategist​
Everything DiSC Style: DI
-
Generating Enthusiasm
-
Valuing Collaboration
-
Getting Results
DiSC® is a personality assessment that helps us understand communication styles and teamwork preferences, so we can collaborate more effectively
and support advisors with
greater clarity.
April-Lynn Levitt
B.Comm, CFP
Business Coach
Everything DiSC Style: Si
-
Valuing Collaboration
-
Giving Support
-
Generating Enthusiasm​​
DiSC® is a personality assessment that helps us understand communication styles and teamwork preferences, so we can collaborate more effectively
and support advisors with
greater clarity.
Bob King
Business Coach
Everything DiSC Style: iS
-
Giving Support
-
Maintaining Stability
-
Valuing Collaboration​​​
DiSC® is a personality assessment that helps us understand communication styles and teamwork preferences, so we can collaborate more effectively
and support advisors with
greater clarity.
Lisa Mohammed
Sales & Business Coach
Everything DiSC Style: i
-
Generating Enthusiasm
-
Valuing Collaboration
-
Getting Results​
DiSC® is a personality assessment that helps us understand communication styles and teamwork preferences, so we can collaborate more effectively
and support advisors with
greater clarity.
Heather Amlin
Operations & Efficiency Coach
TouchPoint Coach
Everything DiSC Style: S
-
Giving Support
-
Maintaining Stability
-
Valuing Collaboration​​
DiSC® is a personality assessment that helps us understand communication styles and teamwork preferences, so we can collaborate more effectively
and support advisors with
greater clarity.
Brian Galloway
Finance Manager
Everything DiSC Style: S
-
Giving Support
-
Valuing Collaboration
-
Ensuring Accuracy​​
DiSC® is a personality assessment that helps us understand communication styles and teamwork preferences, so we can collaborate more effectively
and support advisors with
greater clarity.
Connor Rebelo
Marketing Specialist &
Graphic Designer​
Everything DiSC Style: I
-
Generating Enthusiasm
-
Valuing Collaboration
-
Getting Results
DiSC® is a personality assessment that helps us understand communication styles and teamwork preferences, so we can collaborate more effectively
and support advisors with
greater clarity.
Joe Moffatt
I have been a client for the past 18 years, and it has been a life changing experience for my business, my team, and myself.
The Personal Coach has provided me with the tools that led to increased productivity while decreasing my workload.
Kathryn Ritter
Calm - Concise - Heartfelt Clarity. Just a few of the terms that summarize my experience with The Personal Coach. They are masterful at hearing through the noise, and identifying the critical next steps in building a business.
Reg Braun
This team and their customized approach to coaching has been instrumental in my continued success as an advisor. From practice management to branding to growth strategies, I am always confident that I am focusing on the right areas of my business at the right time.