I then decided, in 2001, that I wanted to influence the influencers. I became an advisor to the advisors. An educator, a trainer to those providing financial advice. I have worked as a consultant, advisor, and trainer to many large and smaller organizations: ScotiaMcLeod (Scotiabank), CIBC Wood Gundy, BMO Nesbitt Burns, Meridian Credit Union, MacKenzie Mutual Funds, Fidelity Mutual Funds, Franklin Templeton Mutual Funds, AIC
Mutual Funds, and many others. I have influenced and trained over 3,000 people in helping them be better communicators.
Better their skills and abilities. This is often called “Sales Training”, “Team Training”, and “Leadership Training”. In the end, it is all about communication.
I have worked with all these professionals so that they listen better, understand more deeply, and influence others with understanding and purpose
In conjunction with this, I am a fully certified Partner with Wiley International. This means I use highly accredited behavioural tools – DiSC and The Five Behaviours – to better understand people’s working, communication, and motivational styles. Their personality, in essence.
I can and will use these tools with you, when appropriate.
This is why I can work for and with you. To help you tell your story, your legacy, to those
that matter most – your family.
Let’s not make a difficult message, your Will, a costly event.