Navigating Life’s
Changes Together

When it comes to life transitions, there are two types of people ...
those experiencing the change and the professionals advising them.
I walk beside both.

Meet Dr. Amy

Get the Support You Need to Thrive

I'm an Individual

We all face life transitions. Some are exhilarating like the launch of a new business or becoming a grandparent. Others are more challenging…like caregiving, a job loss, or widowhood. Get the practical, emotional and family support you need to navigate more gracefully through any life change, and be part of a community of like-minded people.

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 I'm a Professional

In our ever-changing and unpredictable world, clients need a Trusted Advisor. In this transformational program you will learn to forge deeper, more authentic relationships with your clients, through the lens of life transitions. Master the art of relationship-based advising by embedding this program of practical knowledge, tools, and skills into your practice. To learn more about my Trusted Advisor of Choice Program, click below.

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Experienced and Trusted

 

Because of Dr. Amy we were able to come together as a family.

Bernardine Perreira, CFP®
Certified Financial Planner

Insurance Agent | Raymond James Financial Planning Ltd.

It’s invaluable what I’ve learned. I’ve taken this information and I use it literally every single day.

Rick Spence
Executive Financial Consultant

Spence & Associates Private Wealth Management
Investors Group Financial Services Inc.

 
 

With Dr. Amy they get a warm speaker talking about the issues that matter to the client...She gets them talking.

Lynn Kahrkling
Senior Associate

BMO Global Asset Management

Interested in having Dr. Amy
speak to your organization
or clients?

Learn More About Dr. Amy's Speaking Topics