Member Bio
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Peter is a CERTIFIED FINANCIAL PLANNER® professional who takes an education-first approach with every client. He is dedicated to helping his clients reduce taxes, invest smarter, protect their income, and retire confidently.
He specializes in retirement planning, investments, life insurance, and tax optimization. Peter works both virtually and in-person with clients across Ontario to help them reach their financial goals.
When he’s not perfecting financial plans, you can find Peter spending time with his wife and son, going for hikes, or listening to podcasts and audiobooks.