Life
Eric Petersen was born and raised in the Edmonton, Alberta area. His family is his fuel to succeed in all of life's challenges.
Growing up on a small farm and working for the family construction business taught him how to work hard and work smart. In his teens he started working for the family business from the bottom up. In 1996 when Eric was 21, he dedicated 2 years to serve a full-time Christian volunteer mission. He attributes much of his life's success to the simple principles he learned and taught while working to help his others.
Experience
After his return in 1998, he began preparations to start his own franchise chain. Realizing the challenges for a young and eager businessman to obtain capital without giving up equity, he set his plans aside in 1999 and began building his own capital reserves by privately purchasing and managing Alberta based real-estate.
Balancing his real-estate ventures and duties in the family construction business, he gradually gained the trust and experience that allowed him to have the opportunity to buy out his Father's two partners in 2003. In the fall of 2006, Eric and his father decided it was time to exit from the Alberta construction industry and structured a sale of their operation. After a brief transition period with the new owner in the spring of 2007, Eric took a much needed break while exploring where his future would take him.
Eric's love of breaking the mold of traditional business thought drew him to investigate many different career options. He was approached in the spring of 2007 with the idea of joining joining up with a local Financial Planning firm. It didn't take long for Eric to see the perfect match this opportunity presented. He loved sharing his creativity and the strategies he had discovered over the course of his life and now has the opportunity to learn more from the best and share these ideas and strategies on a full time basis.
Eric obtained his insurance license (LLQP) in 2007 and his investment license (EMDR) and is registered to do business in the provinces of Alberta and British
Columbia. Each of these licenses hold him to the high standards of a fiduciary. He is currently working to obtain his CFP (Certified Financial Planner) Designation to further his education.
Community
Eric also spends much of his spare time mentoring youth and adult leaders in the community with Scouts Canada in addition to sitting on the Board of Directors for the Northern Lights Scout Foundation. He enjoys the outdoors and finds much of his relaxation while mountaineering in Canada's majestic Rocky Mountains.
It is important to know the current standing of the licenses your advisor holds. To see the current status of Eric's licenses with the Alberta Securities Commission and Alberta Insurance Council, use the links below:
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