Peter is connected with Prosperity Engine Inc. through PPI Advisory. To learn more about their firm, please visit their website.
As Vice-President, Planning and Business Development, Peter works closely with Associates in providing his planning services expertise to their more complex and advanced cases while also working on business development opportunities.
After working with PPI for several years in a consulting capacity, Peter officially joined PPI in 2000. Previously, he spent many years in private practice and has over 30 years of experience in taxation, corporate reorganizations and life insurance tax and estate planning issues. Peter has spoken extensively at professional conferences for the Canadian Tax Foundation, the Law Society of Upper Canada and the Society of Trust and Estate Practitioners (STEP) and is the author of numerous articles for Federated Press, the Canadian Tax Foundation, Insurance Digest and other organizations.
Peter is a graduate of the McGill University Law School and is a member of the Law Society of Upper Canada, Law Society of British Columbia, Canadian Bar Association, Canadian Tax Foundation, the Conference for Advanced Life Underwriting (CALU), Advocis, and the Society of Trust and Estate Practitioners (STEP). He received his Trust and Estate Practitioner (TEP) designation in 2001 and his Chartered Life Underwriter (CLU) designation in 2004.