Joel Zimelstern

Joel is an award-winning business and executive coach. He has worked for over 30 years in the UK within his own insurance business and is also a coach and trainer of Neuro-Linguistic Programming.

After leaving the UK in 2019, he committed to empowering and teaching business owners how to succeed so that the business works for the owner to fulfill their goals and dreams.

Joel believes that business has the potential to make a huge and positive impact in the lives of the owners, their team and the community they serve.

Jake Lee

Jake is a passionate financial advisor who wants to help the people of Canada make informed decisions about their money. Jake has over 13 years of experience in brokerage and banking, with most time spent working at large firms.

He saw first-hand how many Canadians have difficulty getting quality advice from professionals like him. He believes that accurate information will empower more individuals than simply giving them things they don't know already, so his goal as an Advisor isn’t just making a profit but rather helping clients through education when it comes down right choice on what type or investment vehicle is best suits one's needs.