My passion throughout my entire career has been
to help advisors develop and succeed in the
financial services business. For 34 years, I
excelled as a field manager with results that
were, in part, due to my ability to assist
independent advisors in growing their practices.
When running the organization we were
consistently recognized for results in the top
three in Canada and in the top 10 Worldwide.
My strength lies in my leadership skills and my
ability and willingness to mentor individuals. I
developed and led one of the most successful
teams in Canada and have been recognized as
being innovative and visionary. I am honoured to
be well known and respected throughout the
financial services industry, both in Canada and
internationally. I have served on the national
board of Advocis and directed the 2001 annual
Advocis conference (which was judged by
attendees as the best ever).
Juli Leith
BA, FLMI, CFP, CLU
Coach, Central Canada
Kim Poulin
BA, CLU, CH.F.C.
Coach, Eastern Canada
April-Lynn
Levitt
B.Comm, CFP
Coach, Western Canada
Since 1985, I have been fortunate to have
trained and coached many top advisors and
their teams. From 2002 to 2004, I was CEO
for a very successful financial & estate
planning firm. In that role I was
responsible for setting and implementing
strategic plans for the firm and advisor
teams.
My strength lies in my deep concern for the
people I work with and my ability to develop
relationships of trust.
Since 1989, I have held a wide variety of
positions including Brokerage Manager,
Marketing Manager, New Agent Dev. and
Regional Practice Mg't Consultant. I moved
to Montreal in 2000 and coached many top
advisors and their teams. I
played an important role on the
organization's mg't team by helping to shape
their value proposition for their client,
the advisor.
My strength lies in my ability to look
closely at any situation and logically
detail the steps required to create a
successful result.
I
was born and raised in Alberta. I have
experience as an independent financial
advisor and as a top Financial Consultant
and Regional Manager in Calgary office that
managed $1 billion for physicians and their
families. I have extensive coaching,
sales and management training.
My strength lies in my ability to approach
any situation with a unique combination of
personal experience, expert knowledge and
compassion.
Fortunato Restagno Brand Specialist
With a
rare blend of creative intelligence and business
savvy, Fortunato leads the creative direction of the
MasterPoint Brand Strategy Program. He looks
for the depth, the passion, and the personality of
your organization. He defines the colours and
creates the shapes and images that tell your story
powerfully.
Fortunato determines which tactics to implement:
from your business stationery and marketing
materials, to your telephone message and the events
you host. His strategic outlook focuses
on boosting your sales with realistic ideas,
strategies, and processes.
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