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, 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 Stabiltiy

  • Valuing Collaboration

More about Pat

  • LinkedIn
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Fortunato Restagno

Brand Coach

Everything DiSC Style: Si

  • Valuing Collaboration

  • Giving Support

  • Generating Enthusiasm

More about Fortunato

  • 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: DC

  • Offering Challenge

  • Getting Results

  • Ensuring Accuracy

More about Kim

  • LinkedIn
Bob King, Business Coach

Bob King

Business Coach

Everything DiSC Style: S

  • Giving Support

  • Maintaining Stabiltiy

  • 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

Digital Marketing Coach

Everything DiSC Style: CS

  • Maintaining Stability

  • Ensuring Accuracy

  • Giving Support

More about Kelly

  • LinkedIn
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Brian Galloway

Finance Manager

  • LinkedIn