Peter graduated with a Bachelor of Arts from University of Toronto in 1982. He began his financial services career 42 years ago in 1984 with London Life (now branded as Canada Life). Over the years, he has upgraded and expanded his knowledge to better serve his clients by attaining several designations: Charter Life Underwriter (CLU), Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS), and Elder Planning Counselor (EPC).
Peter takes pride in his efforts to understand his clients’ needs for financial security and dreams for their futures and then matching these with the appropriate products and services. With an emphasis on wealth accumulation planning and products, he uses tax effective strategies to help his clients build more wealth, pay less tax, and pass along more money to their families and heirs. His devotion to excellent customer service is one of the reasons why he has several families where he has been providing services to more than one generation of a family.
Phone: 416-624-7899