Team of experts
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.
Juli Leith
B.A., FLMI, CLU
President & Business Coach
Everything DiSC Style: Di
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Getting Results
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Generating Enthusiasm
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Valuing Collaboration
April-Lynn Levitt
B.Comm, CFP
Business Coach
Everything DiSC Style: Si
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Valuing Collaboration
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Giving Support
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Generating Enthusiasm
Afsar Shah
B.A., LLB
Business & Regulatory Coach
Patricia Giesbrecht
Business Coach
Everything DiSC Style: S
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Giving Support
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Maintaining Stabiltiy
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Valuing Collaboration
Stacy Arseneault
B Sc. CFP, CHS
Business Coach
Everything DiSC Style: i
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Generating Enthusiasm
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Valuing Collaboration
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Getting Results
Sue Block
Assistant
Emily Bennett
B.Comm.
Information Technology Consultant
Everything DiSC Style: C
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Ensuring Accuracy
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Maintaining Stability
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Offering Challenge
Art Schooley
B.A, CLU, CH.F.C
Business Coach
Everything DiSC Style: i
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Generating Enthusiasm
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Valuing Collaboration
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Getting Results
Kim Poulin
B.A., FLMI, CLU, CH.F.C.
Business & Lead DiSC® Coach
Bob King
Business Coach
Everything DiSC Style: S
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Giving Support
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Maintaining Stabiltiy
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Valuing Collaboration
Heather Amlin
Operations & Efficiency Coach
TouchPoint Coach
Everything DiSC Style: S
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Giving Support
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Maintaining Stability
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Valuing Collaboration
Kelly Maxwell
B.B.A
Branding & Marketing Specialist
