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Customized One-on-One Business Coaching for Financial Advisors

orange arrow WHY WE HELP      orange arrow WHO WE ARE      orange arrow WHAT WE DO      orange arrow OUR TEAM


Who We Are


We are a boutique coaching company working one-on-one with some of the most committed and successful financial advisors across Canada. We help advisors and their teams in all stages of business.

We are very proud of our history. We have been building a team of coaches since 2002.


Our coaches have 20 + years of experience in the financial services industry and come from various backgrounds including IIROC, MFDA, the Insurance world and marketing and branding.

We are an extraordinary team of 8 people who take a collaborative approach. We have chosen this as a career because we are passionate about helping people.


We bring success, experience and perspective to the table. Advisors tell us that we become a part of their team. We get it!



"The direction and focus provided by The Personal Coach over the last 10 years has helped increase our revenues by 400%."

- Peter Pearson, Vocari Financial Solutions Ltd., Squamish, BC