Western Canada Roadshow- Save the Date

Excelling in Challenging Times

Dr. Saul L. Miller is one of North America’s leading performance and sports  psychologists.  He is the author of 8 books including: Performing Under Pressure: Gaining the Mental Edge in Business and Sport and Why Teams Win: 9 Keys to Success in Business, Sport and Beyond. Dr. Miller consults with individuals, corporations, sport teams and health organizations across North America and in Europe.  The focus of his work is enhancing, performance, team building, and helping people achieve success while dealing effectively with pressure, stress and change.
A graduate of McGill University and the Institute of Psychiatry, University of London (Ph.D. Clinical Psychology) his work reflects his study of Eastern disciplines, Western psychological thinking, and over 35 years of frontline experience consulting with some of the world’s top performers.

Keep that Objection out of my meeting

Keith Leech is a Vancouver-based insurance Advisor. Keith works with his own clients but also focuses on joint work with advisors integrating insurance into their various types of practices.
He is a frequently sought-after speaker for clients, brokers and companies across North America. Keith has spoken multiple times at the World Critical Illness Conference, TEDX as well as at the American LIMRA Conference on the sale of insurance post healthcare reform.
Keith enjoys playing bad beer-league hockey and has somehow found himself on-stage at the world-famous Comedy Store in Los Angeles.
Keith is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CHFC) and a Certified Health Specialist (CHS).

Creating and Preserving Wealth takes Planning

At her firm, Resources & Solutions, Jos Herman provides estate and insurance planning support, and consultation on sophisticated cases in the high net worth and business markets. She provides private
business solutions and training focused on tax concepts, tax efficient investment and insurance strategies, asset protection and philanthropy.
Over the years, Jos has enjoyed a management position with a major international accounting firm as a Senior Manager and provided advanced professional consulting with a leading wealth
management firm and national insurer.
Along with holding her Bachelor of Commerce degree, Jos earned her Chartered Accountant designation from the Institute of Chartered Accountants of Alberta.
In addition, she achieved her Certified Financial Planner (CFP) and Trust and Estate Practitioner (TEP) designations.
Jos is a proud member of the Canadian Association of Gift Planners, Conference of Advanced Life Underwriters & Canadian Tax Foundation; and other organizations focused on helping Canadians with estate and tax solutions.
She has the ability to sit at the table with families and across the board room table with executives of major manufacturing and real estate companies.
Her breadth of industry knowledge and wealth planning solutions has been a valuable asset to clients in HNW markets, CPA and legal professionals, and advisors.

The Power of Purposeful Storytelling

Michel Neray is a master storyteller who touches his audience’s head, heart and funny bone. By combining a sense of playfulness with deep expertise in his subject matter, Michel inspires his audiences to look beyond the usual messages about branding and differentiation to find core messaging that truly connects with markets, customers and stakeholders.
Michel combines a science degree from the University of Waterloo, an MBA from McGill University, and a career as a creative marketing copywriter, advertising agency director and marketing executive. A visionary and entrepreneurial game-changer, he created the world’s first online searchable directory of creative professionals, (in 1995, before Google!) He co-authored The Great Crossover, which made it to Jack Canfield’s Achiever’s Recommended Reading List.
In 2005, his chapter, “Everything Starts With A Conversation” was selected as the lead for the book, Sales Gurus Speak Out. He has experience in a wide cross-section of industries and sectors, including healthcare, professional services, consulting, financial services, manufacturing/industrial, hospitality, high technology, small business as well as executive groups.