Our programs have been developed and updated a number of times over the past 14 years. Our most recent revision was in the summer of 2011. Our programs are based on 30 years of experience, working in or consulting to the financial services industry. This includes a successful career as a financial advisor, branch manager, investment counsel and member of the national sales management team at Canada’s largest investment dealer.
Over the past 14 years, we have worked with some of the industries most successful advisors and have developed programs for some of the most successful firms in the industry. We understand your needs and goals and have the systems to help you achieve Sustainable Growth.
We welcome your thoughts and comments about our programs. If you would like to discuss how we might be able to help you to be more successful, please contact us at firstname.lastname@example.org or call us at 905-502-0100.