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Deirdre has a background in institutional portfolio management, individual investment management, advisor training/coaching, mutual fund marketing and financial institution regulation. Her combined investment knowledge and technical expertise has enabled her to develop processes, tools and templates for advisors at both brokerage firms and planning dealerships.
John Kiska, MBA, CMA
(Co-Founder)
John has a background in management consulting with a focus on customer experience management, organizational change, technology implementation and business development. He has designed and implemented process improvement strategies at the Canadian Medical Association, In-Touch Survey Systems, Regional Municipality of Ottawa-Carleton, and a variety of federal and provincial government departments. With over 15 articles in publication, John is recognized as a leader in client experience management (CEM) and is helping leading companies in the wealth management industry implement CEM platforms. John is also responsible for marketing and business development activities for AOT.
Eileen Moore
(Creative Director)
With more than ten years of experience in graphic design, Eileen has developed complete branding and marketing solutions including web sites, brochures, logos, business cards and letterhead for independent professionals, small to medium-sized businesses and national associations. Eileen's range of design styles along with her understanding of client needs enables her to deliver web and print materials that have an immediate impact on an Advisor's profile.
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