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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:
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train and certify Financial Planners in the professional application
of our tools when integrating client lifestyle choices with
their financial plans; |
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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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