About Us

Lesley is focused on you and helping you get your life and/or finances more closely aligned with your values and hopes. She’s approachable, curious and non-judgemental.

Lesley has held the Certified Financial Planner designation ® (CFP) since 2000, and recently obtained the specialty designation  Certified Divorce Financial Analyst (CFDA). Culminating 39 years in financial services, Lesley spent the final 10 years of her corporate career heading teams of elite financial planners for CIBC and HSBC, personally handling the most complex cases.

When doing financial planning, Lesley has always recognized that the needs of her clients go beyond the numbers. In 2015-6 she completed over 650 hours of training from the Institute of Professional Excellence in Coaching (iPEC) and obtained her Certified Professional Coach (CPC) certification.

For several years, Lesley has volunteered in various capacities for the Financial Planning Standards Council (FPSC), which is the organization that oversees the CFP designation. She is currently a member of the Professional Standards Panel which sets the ethical and professional standards for financial planning professionals across Canada, as well as providing guidelines for the practice of financial planning. Lesley holds an MBA degree from the Rotman School of Management.

Jim is a dynamic leader with a wealth of hard-earned business experience.

Jim’s signature talent is the ability to persuade and motivate others to accept – even embrace – change. He is a gifted storyteller who engages every audience, whether a boardroom of senior executives, a ballroom-full of award-winning sales people, or a group of fellow boaters at the dock. He’s always ready to lead the charge over the hill, saying that “half the people are following me because I’ve inspired them and the other half are chasing me because they want to kill me!”

Here’s Jim in action, motivating an audience of sales people.