Our Mission

We are committed to be leaders in lifestyle planning education and its integration with financial planning. We will realize our objective by developing excellent and practical lifestyle educational tools and services, which when applied by the Corporate sector, Financial Planners, or Lifestyle Planners, will lead end users to clarify, define, and achieve an enhanced lifestyle.

As an education company, we are committed to:

train and certify Financial Planners in the professional application of our tools when integrating client lifestyle choices with their financial plans;
train and certify Lifestyle Planners in the professional application of our tools to help their clients achieve a more balanced lifestyle, become more productive and find meaningfulness at work and in their personal life.

For information on our certification training please go to:
Professional Services


Our Founding Partners

George Beshara is a Lifestyle Planner/Career Transition Coach and Professional Trainer with more than 20 years of consulting and human resources experience. In private practice since 1983 he has helped thousands of individuals from all walks of life in their career transition through his job search, career planning and retirement planning self-study materials, workshops and individual counseling. In addition, George has developed and delivered numerous comprehensive training programs for some of North America's largest corporations. More than 100,000 individuals have experienced renewal and personal growth as a result of completing one or more of his programs. He is the author/developer of the Enhanced Lifestyle Planner and his educational background includes a business administration degree with concentrations in behavioral science and marketing.

 

David Humes is a Certified Financial Planner who has been helping clients pursue and realize their lifestyle and financial planning dreams since leaving the teaching profession in 1972. A graduate from the first class of Chartered Financial Consultants, he subsequently became a moderator for the course, and is considered today to be one of the most experienced and respected professionals in the financial planning field. In 1979, David started up his own firm, which currently offers a wide range of financial services products to more than 2,000 clients - most of whom are professionals or entrepreneurs. He has developed his extremely successful practice by empowering his clients in understanding the important issues related to "lifestyle" and "financial planning" through his ten-hour formal training program and periodic updating seminars. David has also frequently participated as a speaker at industry-related functions and has been a regular contributing writer to financial columns in various newspapers.




Nova Bancorp Group is an integrated financial services organization, focused on high net worth and wealth management.

Its activities include the management and distribution of mutual funds, specialty investment products, investment management as well as investment and merchant banking services in Canada and select international markets.

Through its Navigator and Nova Funds product lines, its unique Novation Funds, its Alternative Investments division, or its Strategic Partners Program™, Nova Bancorp Group is exercising leadership in the financial planning industry. It is creating valuable business relationships with high net worth advisors across Canada to help them service the specific needs of the demanding High Net Worth clientele.

Nova Bancorp Group aims to succeed by creating significant value for investment advisors that establish business relationships with it, and by delivering superior investment performance and service to these investment advisors’ clients. The organization intends to provide products, services, education and training programs, and business relationship support to help financial advisors build and grow their professional practice.

It is Nova Bancorp Group’s objective to be perceived as a unique, customer-driven, independent, entrepreneurial organization that is highly profitable and is known for its ability
to establish solid business-to-business relationships by providing outstanding service, integrity and excellence to financial advisors and their clients. To accomplish its mission, Nova Bancorp Group will hire, train and motivate the very best individuals in order to maintain a competitive edge today and in the future, in an increasingly demanding marketplace.

Our Team of Trainers

Our team of Professional Trainers consist of experts in the field of lifestyle planning and financial planning. They are as well acquainted with the Enhanced Lifestyle Planner and on how to optimize its use in financial planning or lifestyle planning applications. They have been carefully selected by North American Lifestyle Planning Corporation to provide certification training to Lifestyle Planners and Financial Planner in a workshop environment and/or one-on-one in person or on the telephone.

Please review the specific background of our Professional Trainers at Team of Trainers

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