Real Tax News You Can Use with Evelyn Jacks

Setting Goals at a Time of Great Change with April-Lynn Levitt

• Knowledge Bureau • Season 3 • Episode 3

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0:00 | 29:40

Financial and business planning is something most people don’t do.  But those who do it, flourish.  

The secret is to do it in a way you can manage it.  And that is the subject of our conversation today with a very special guest. 

April-Lynn Levitt has been a coach with The Personal Coach since 2006 and is passionate about helping financial advisors reach their potential. She herself worked for 10 years as a top Financial Consultant and Regional Manager managing $1 Billion dollars in investments for physicians and their families. Prior to that she was an independent financial advisor in Vancouver specializing in the professional women’s market.  April has her Bachelor of Commerce with Distinction from the University of Alberta, her CFP, and extensive coaching, sales and management training. She is a frequent contributor to industry publications and a Faculty Member of the Knowledge Bureau.

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