Location: Toronto , _CA
Speaking Topics: The Strategic Value or Offering Non-Financial Retirement Lifestyle Planning to Grow Your Financial Advisory Business, 3 Secrets of a Happy Retirement , The RichLife
Areas of Specialization: working with financial advisors and their clients, Successfinder assessments, webinars, training
I am a partner and co-founder of Next Chapter Lifestyle Advisors and a certified retirement coach. I spent 35 years as a wealth advisor helping clients plan their financial futures. Now I help them plan their non-financial retirement lifestyle.