Founding Member AIEPS, Advisory Council & Faculty Chair

Peter devotes much of his time to working with independent financial advisors and other professionals uncovering issues and concerns faced by affluent individuals, professionals and business owners. He supports their efforts in researching and developing optimal solutions aimed at improving their financial well-being and supporting their personal aims, wishes and lifestyles. He heads a team of professionals in the legal, accounting and financial services fields who annually provide 100’s of workshops and seminars for advisors and Managing General Agents throughout the country on the multiplicity of topics, concepts and strategies covering tax and estate planning.

Peter’s work and studies over the years have evolved into learning about and addressing the needs of an aging population including advisors. A good deal of his time is spent on improving awareness and educating people of all professions who work with or specialize in the needs, expectations and issues of elders. He also conducts workshops for advisors on the complex issues involved in buying, selling or merging a practice. Comprehensive lifestyle planning is an important element of these processes. A Registered Financial Gerontologist, Peter is also a certified Special Medicare Advisor in the U.S.

Among his many professional and industry affiliations are: CALU (Conference of Advanced Life Underwriting), the Society of Trust & Estate Practitioners, the Institute of Research & Planning, the Canadian Tax Foundation, the American Institute of Financial Gerontology and the American Society on Aging. He is faculty chair of the international Elder Planning Counselor program.

Peter has been a frequent speaker at industry schools, conferences, congresses and seminars throughout North America and is very active in the industry on a committee and executive level. Peter is also the co-author of the internationally accredited college program, Your Home & Small Based Business. He has been repeatedly interviewed on regional and national television and radio as a subject matter expert on various industry issues and developments.

Peter is currently involved in industry work, review and lobbying on financial planning proficiency standards, courses and exams as well as issues regarding distribution of financial services products.

Peter graduated Magna cum Laude from McMaster University with Hons. BA and BSc. Degrees and he is in his 28th year of his career. A veteran industry course moderator, Peter is a true student of the business as attested to by 12 professional designations; his articles have been published in newspapers, industry bulletins and trade journals throughout the world. He was inducted into America’s Who’s Who in 2002.

Peter is married with two children and is quite active in church and community work.

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