Empowering Advisory Teams to Grow, Scale, and Succeed

Strategic coaching and practice management for private wealth professionals and investment teams.

I help advisory teams build sustainable, growth-ready practices through talent development, refined service models, targeted messaging, and strategic execution. Areas of core focus:

• Strategic Business Planning                                         

• Succession & Business Transitions

• Talent Development for Support Teams                       

• Practice Audits & Custom Growth Plans

• Prospecting, Segmentation & Client Service Models   

• Workflow Optimization & Capacity Building

• Tools, Check-ins & Accountability

• Technology Integration (CRM, Outlook, Salesforce)     

• Unique Value Proposition Development                      

• Transitioning to Proactive Client Models

• Team Communication & Dynamics

• Facilitated Workshops & Group Coaching

• Third-Party Partnerships

Who I Work With

• Advisory Teams in Private Wealth

• Investment Counsellors & Private Bankers

• Practice Leaders Scaling or Preparing for Transition

How We Work Together

• 1:1 Leadership Coaching

• Practice Audits & Team Reviews

• Strategic Planning with Execution Support

• Workshop Facilitation & Webinars

Client Highlights

BMO Private Wealth

Ready to Build a High-Performing Advisory Practice?

Services are available in-person across the Greater Toronto Area, and virtually across Canada and worldwide.

Let’s connect—schedule a discovery call today.