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Tax, Retirement and Estate Planning Team

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Peter is a well-respected, much sought after speaker and subject matter expert in tax, retirement and estate planning. He annually provides hundreds of workshops and seminars for financial advisors, Managing General Agents, IIROC firms, professional firms and consumer groups throughout the country on the multiplicity of topics, concepts and strategies covering tax, retirement and estate planning. As a Registered Financial Gerontologist, Peter’s work and studies over the years have evolved into learning about and addressing the needs of an aging population including advisors. A good deal of his time is spent on improving awareness and educating people of all professions who work with or specialize in the needs, expectations and issues of elders. He also conducts workshops for advisors on the complex issues involved in buying, selling or merging a practice. Comprehensive lifestyle planning and retirement income planning are important elements of these processes.

Among his many professional and industry affiliations are: CALU (Conference of Advanced Life Underwriting), the Society of Trust & Estate Practitioners, the Institute of Research & Planning, the Canadian Tax Foundation, the American Institute of Financial Gerontology and the American Society on Aging. He is faculty chair of the International Elder Planning Counsellor program.

Peter is a frequent and repeat speaker at industry schools, conferences, congresses and seminars throughout North America and is very active in the industry on a committee and executive level. Peter is a co-author of the internationally accredited college program, Your Home & Small Based Business. He is also co-editor of the Elder Planning Counsellor Program. He has been repeatedly interviewed on regional and national television, radio, newspapers and journals as a subject matter expert on various industry issues and developments.

Peter is currently involved in industry work, review and lobbying on financial planning proficiency standards, courses and exams as well as issues regarding distribution of financial services products.

Peter graduated magna cum laude from McMaster University, Northeastern University and Widener University and has over three decades of experience. A veteran industry course moderator, Peter is a true student of business as attested to by 15 professional designations; his articles have been published in newspapers, industry bulletins and trade journals throughout the world. He was inducted into America’s Who’s Who in 2002. Peter is married with two children and is quite active in church and community work.

Alexandre is a well-regarded Tax and Estate Planning Specialist with a sought-after ability to analyse and articulate complex matters. As a lifelong learner, he completed graduate studies in both tax law and business law. His background in business, tax and estate planning allows him to provide integrative advice and comprehensive solutions to problems faced by Canadian residents and business owners. Alexandre has held various seminars for professionals to raise awareness of tax planning issues, challenges and opportunities. He is also an active member of the Canadian Tax Foundation as a reviewer of the Quebec articles in the Canadian Tax Focus, a national publication in which he has published articles.

Before joining Empire Life, Alexandre worked for renowned accounting and legal firms, where he regularly advised clients on various tax and estate planning matters and participated in a number of reorganizations involving Canadian corporations. Prior to completing Law School at University of Montreal, Alexandre completed a Bachelor of Science in Physical Therapy at McGill University. He played on the varsity soccer teams of both universities during his studies, earning several student-athlete recognitions in the process.

Diana is a seasoned financial services professional who has been an MDRT level advisor, the top long term care specialist for a major carrier, a coach and trainer for advisors and served as an advanced estate planning specialist dealing with affluent clients at major dealers. She is recognized for bringing a positive and engaging personality combined with the ability to deliver work effectively in challenging and pressurized environments. She has demonstrated a passionate commitment to developing businesses and teams to meet the changing needs of the field. 

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