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.
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.
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.
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.
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.
BMO Global Asset Management