Advisors

Peter works to help individuals and families, committed to their financial goals, overcome the complexity of financial products, live comfortably, and create meaningful legacies with actionable, trustworthy strategies.

He has been in the financial services industry since 1989 and holds the Certified Financial Planner as well as the Responsible Investment Specialist designations.  Peter obtains continuing education on an annual basis to remain informed on current planning strategies and financial trends.  

He is a member in good standing of the Canadian Institute of Financial Planners (CIFPs) and the Responsible Investment Association (RIA).  All of this in his pursuit to fully serve his clients.

Peter and his wife Jacquie have been married since 1984 and they have four grown children and two grandchildren.  They make their home in Gibsons, BC on the beautiful Sunshine Coast.