We help professional financial advisors
become more competent and confident in talking to their clients about life transitions, so they can more easily bridge the gap between life and money. We also provide solutions that advisors can share with their clients on the practical, emotional, and family aspects of transitions.
We are thrilled to announce LifeBridge Strategies, our partnership with Southwestern Family of Companies. They are a world-class organization with whom we share goals of building people and positively impacting communities worldwide.
20 Years Working with Industry Leaders
What people are saying...
TEAMSĀ
"The Trusted Advisor of Choice program was a way to create a unified perspective on how we want to engage our clients."
Brian V., CIMA
CEO
CapTrust
CLIENT ENGAGEMENT
"Dr. Amy's ability to connect financial and emotional concepts around life transitions is second to none. It lead to a better connection with our clients, more business opportunities."
Chris M., MBA
VP Business Banking South Western Ontario
BMO Financial Group
INDIVIDUALĀ
"There's always a way to bring it back to the other person and that is what Dr. Amy has really taught me."
Lisa A., CFP, RICP, CDFA
Senior Wealth Strategy Associate | Financial Planner
UBS
