Coaching

Leadership starts with what is happening now.

A clearer view of your situation. A practical next step. Coaching built around the people and challenges in front of you.

Book a free discovery call

Philosophy

Coaching starts with the person and the situation in front of them, not a fixed curriculum.

There is no generic framework applied to every leader. Sessions follow what is actually happening for you: a clearer read on the situation, a real next step, and room to try a different approach before your next session.

Individual coaching

For leaders balancing their clients, their people and their own priorities.

60- or 90-minute sessions
Online; in-person arrangements by request
Written recap and reflection prompts
Flexible scheduling; scope agreed together

Best fit if you’re weighing a specific decision, an overdue conversation, or how to keep leading your team without dropping your own work.

Team development

For teams that need a shared direction and a better way to work together.

Facilitated conversations and workshops
Clarify roles and expectations
Work through a specific team challenge
Scope and fees agreed before the work

Best fit if the team needs a shared direction, clearer roles, or a reset after a specific change or conflict.

Format and fees

No prep needed, and nothing to sign up for beyond the next session.

Cadence: Sessions are typically every 3–4 weeks — more often during busier periods, less often when things are going well.
Commitment: No commitments and no block purchase of sessions. Keep going for as long as it’s useful, and stop anytime by not booking the next one.
Fees: $200 CAD per hour, tax included. Sessions cancelled with at least 24 hours’ notice are not charged; less than 24 hours’ notice is charged in full.
Scope: This is leadership and team coaching. It is not financial, investment, or medical advice, and does not replace therapy.

Questions before we start?

Who is the coaching for?

The focus is investment advisors and portfolio managers who also lead a team, and other leaders in similar situations.

What happens on the first call?

The discovery call is a free 30-minute conversation on Google Meet to discuss your situation and whether working together makes sense.

Is coaching confidential?

Yes. Session content is kept confidential; any exceptions are agreed with you in advance.

What would you like to change?

Start with a conversation about your team.

Book a free discovery call