Meet with Anthony
Book a call with me:
Interview with Anthony - Financial Coach
We'll be talking about what it's like to join the team, learn about your career goals and answer any questions.
KYC Update
Make sure your investments are on track by scheduling a quick 15-minute update with me. We'll talk about any changes in your money situation and update your info.
Keeping things up-to-date helps make sure your investments still match what you want and aren't too risky or too safe. Let's make sure they're just right for your goals!
Business Planning Session & Orientation (Virtual)
This meeting is all about discovering your unique goals, so we can craft a personalized business plan that fits your schedule. Have questions about joining our team? We're here to provide answers.
Discovery Call - 30 Minutes
Let us share a bit more about what we do. One of two things might happen:
1️⃣ You’ll discover one or two areas of your finances that could use some improvement.
2️⃣ You’ll think of someone who could benefit from our services — or even help us grow as we expand into a new branch over the next few months.
Annual Review
Are you already an existing client looking to for an update to your accounts? Sift through my calendar for a time that works best for you!
Business Planning Session & Orientation (In-Person)
This meeting is all about discovering your unique goals, so we can craft a personalized business plan that fits your schedule. Have questions about joining our team? We're here to provide answers.
Interview - Meet With the Team
We'll be talking about what it's like to join the team, learn about your career goals and answer any questions.
2nd Interview | In-person | Markham Location
We're excited to invite you to our office for your second interview. This visit will provide an opportunity to meet our team, get a feel for our work environment, and learn more about our 90-day training system designed to set you up for success. We look forward to discussing how you can contribute to our team's goals and grow with us.
Training Appointment w/Jenn
My business partner, Anthony, and I are expanding across Canada and the U.S., opening new financial branches, and we’re looking to connect with great people. In this meeting, we’ll share a bit about what we do so you can get to know us better. Hopefully, by the end, you’ll feel comfortable pointing anyone our way who could use our help!
Training Appointment
My business partner, Anthony, and I are expanding across Canada and the U.S., opening new financial branches, and we’re looking to connect with great people. In this meeting, we’ll share a bit about what we do so you can get to know us better. Hopefully, by the end, you’ll feel comfortable pointing anyone our way who could use our help!
Discovery Call - 30 Minutes
Book a 30-minute Discovery Call to identify how my team and I can help you.
