Peter Bennett is a certified financial planner, licensed in insurance, mutual funds, and labour sponsored funds. He has almost 40 years of experience in fee or commission based planning. Peter has been part of the Legacy Wealth Coach network since 2001. His firm uses a values-based planning approach designed to answer three questions: What does it mean to be financially independent? What is an appropriate legacy for my family? Is my estate arranged in a manner consistent with my values? Part of the values conversation explores the use of RI as a criteria for investment decisions. Peter obtained his RIS designation in 2019.
Peter joined the Estate Planning Council of Toronto in 2011. He is a member of the Toronto Chapter of the Canadian Association of Gift Planners and is a graduate of their Advanced Gift Planning Course. He was a speaker at their 2008 conference in Vancouver and again in 2010 in Edmonton. He has also presented at the local chapter of Leave a Legacy. He also spoke at the 2009 and 2015 Freedom 55 Financial Summit in St. John’s Newfoundland and Toronto. He has spoken widely to religious, industry, and other organizations on the benefits of planned giving. He is also a Foundation Knight of the Canadian Million Dollar Round Table Charitable Foundation. His corporate goal is to facilitate $25 million in bequests and other planned gifts through speaking engagements and his clientele over the next 5 years.
- Investment management
- Succession planning
- Charitable giving
- Financial planning
- Will & Estate planning
- Insurance & risk planning
Autorité des marchés financiers
Chambre de la sécurité financière
- British Columbia