at the Wealth Enhancement Academy®
John Page, CFP, R.F.P.,
President, founded the Wealth Enhancement Academy® to
teach financial advisors the Wealth Enhancement Process®
financial advisory model. This award-winning model increases
the Return On Life™ of both the client and the advisor and
goes well beyond current trends such as 'life management'.
The Wealth Enhancement Process® model represents years of
development and proven processes that help advisors increase
their revenues and develop long-lasting client
relationships. Since the inception of the Rogers Group's,
Advisor of the Year awards, 50 per cent of the top awards in
Ontario have been awarded to advisors who follow the Wealth
Enhancement Process® financial advisory model.
John holds the CFP and R.F.P. designations, is a practicing
advisor and President of Page and Associates. He is
co-author of The Canadian Retirement Guide (Canada) and The
Retirement Guide (United States) and is a sought-after
speaker. John and his colleagues at the Academy also
co-authored the Advocis Best Practices Manual. John has a
passion for teaching others and has mentored many Top of The
Table producers and leading investment advisors.
He and his
colleagues deliver the Academy's two-and-a-half-day
workshops, events and coaching programs.
Myles, CFP, is responsible for program development at the
Academy. Lynne has more than 20 years experience in
financial planning, which includes being a practicing
advisor. She can transform “sales” and financial planning
concepts into easy-to-use processes that illustrate how
concepts work and why they are important. Lynne has an
in-depth background teaching one-on-one financial planning,
and in groups both domestically and internationally.
Lynne is a key facilitator in the Wealth Enhancement
2.5-day Wealth Enhancement Process® Workshop. Lynne is a key
figure in the Academy’s coaching program as well as being
responsible for the overall development of the Academy’s
programs. Lynne holds the CFP designation.
Asser, BSc, MTI, CIM, FCSI, CFP.
enrolled in a Master of Distance Education program,
progressing toward a thesis in coaching psychology, the
design of coaching programs, and distance delivery of
process and software education. As a result of focusing on
this important program Matthew has withdrawn from day-to-day
management in the Academy. He remains active on the
Academy’s advisory board.
His responsibilities included general management, marketing
and program delivery for the Academy. With more than 20
years professional experience
that includes being a trust officer, branch manager,
compliance officer and sales manager, Matthew understands
the challenges facing financial advisors today. He holds a BSc in Environmental Science & Economics.
Matthew facilitated the
Academy’s flagship 2.5-day Workshop, as well as delivered
the Wealth Enhancement Process® 2-hour Events. He also
coached the Academy’s clients and provided strategic and
business direction for the firm.
Matthew can be reached at (905) 213-4714.
NEXT - The people
who will benefit from the Wealth Enhancement Process®