Eric Petersen was born and raised in the Edmonton, Alberta area. His family is his fuel to succeed in all of life's challenges.
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.
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: