Thie Convery, a 30+ year advisor with Investment Planning Counsel in Dundas Ontario makes me proud.
For the past 1 ½ years, along with more than 50 other advisors, she’s been a member of the Platinum Group mentoring/coaching program I conduct with Jim Ruta.
Some of the advisors are early in their career and don’t want to wait 30 years to become successful, others are already successful and know they could do even better.
They all recognize that knowledge is their business game changer and appreciate my sharing 30 years of experience and best practices.
Thie’s vast charity work includes marathon swims across the Great Lakes to raise funds for the End Polio Now campaign.
She also embraced our corporate goal to help create $1 Billion of new charity, working with clients, non-profits, charitable foundations and collaborating with like-minded professionals.
Thie also writes in the local press, and started focusing on smart strategic charitable giving options to be more philanthropic.
Way to go, Thie!
If you are an insurance and investment professional interested in taking your practice to the next level, consider joining our next cohort of Platinum Group advisors in early 2022. Please message me.