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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.

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, Business Coach

Juli Leith

B.A., FLMI, CLU

President & Business Coach

Everything DiSC Style: Di

  • Getting Results

  • Generating Enthusiasm

  • Valuing Collaboration

More about Juli

  • LinkedIn
April-Lynn Levitt, Business Coach

April-Lynn Levitt

B.Comm, CFP

Business Coach

Everything DiSC Style: Si

  • Valuing Collaboration

  • Giving Support

  • Generating Enthusiasm

More about April

  • LinkedIn
Afsar Shah, Business & Regulatory Coach

Afsar Shah

B.A., LLB

Business & Regulatory Coach

Everything DiSC Style: CS

  • Maintaining Stability

  • Ensuring Accuracy

  • Giving Support

More about Afsar

  • LinkedIn
Patricia Giesbrecht, Business Coach

Patricia Giesbrecht

Business Coach

Everything DiSC Style: S

  • Giving Support

  • Maintaining Stability

  • Valuing Collaboration

More about Pat

  • LinkedIn
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Stacy Arseneault

B Sc. CFP, CHS

Business Coach

Everything DiSC Style: i

  • Generating Enthusiasm

  • Valuing Collaboration

  • Getting Results

More about Stacy

  • LinkedIn
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Sue Block

Assistant

Everything DiSC Style: S

  • Giving Support

  • Valuing Collaboration

  • Ensuring Accuracy

More about Sue

  • LinkedIn
Emily Bennett, Information Technology Consultant

Emily Bennett

B.Comm.

Information Technology Consultant

Everything DiSC Style: C

  • Ensuring Accuracy

  • Maintaining Stability

  • Offering Challenge

  • LinkedIn
Art Schooley, Business Coach

Art Schooley

B.A, CLU, CH.F.C

Business Coach

Everything DiSC Style: i

  • Generating Enthusiasm

  • Valuing Collaboration

  • Getting Results

More about Art

  • LinkedIn
Kim Poulin, Business Coach

Kim Poulin

B.A., FLMI, CLU, CH.F.C.

Business & Lead DiSC® Coach

Everything DiSC Style: CD

  • Offering Challenge

  • Getting Results

  • Ensuring Accuracy

More about Kim

  • LinkedIn
Bob King, Business Coach

Bob King

Business Coach

Everything DiSC Style: iS

  • Giving Support

  • Maintaining Stability

  • Valuing Collaboration

More about Bob

  • LinkedIn
Heather Amlin, Operations & Efficiency Coach, TouchPoint Coach

Heather Amlin

Operations & Efficiency Coach

TouchPoint Coach

Everything DiSC Style: S

  • Giving Support

  • Maintaining Stability

  • Valuing Collaboration

More about Heather

  • LinkedIn
Kelly Maxwell

Kelly Maxwell

B.B.A

Branding & Marketing Specialist

Everything DiSC Style: CS

  • Maintaining Stability

  • Ensuring Accuracy

  • Giving Support

More about Kelly

  • LinkedIn
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Brian Galloway

Finance Manager

Everything DiSC Style: S

  • Giving Support

  • Valuing Collaboration

  • Ensuring Accuracy

More about Brian

  • LinkedIn
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