I have over 30 years of experience in the financial services industry. I hold a Bachelor of Commerce from the University of Manitoba along with the Chartered Financial Analyst (CFA), and Chartered Market Technician (CMT) designations.
Professionally, I am a member of CFA Institute and the CMT Association. My volunteer roles with CFA Institute include past president of CFA Vancouver, past President’s Council Representative (PCR) for Canada on the global Board of CFA Institute, Exam Grading, Standard Setting, the Nominating Committee and the Disciplinary Review Committee. For the CMT Association, I am a past member of the Curriculum Committee.
I was a proud volunteer for the 2010 Vancouver Winter Olympics serving as the timer for the Figure Skating events. This role arose from a 25-year volunteer career in Figure Skating as an internationally ranked judge. In my community, I am currently a citizen member of the District of West Vancouver finance committed and a board member on the West Vancouver Community Centres Society. I am involved in volunteer activities at the school our children attend and the sports that they play.
One of the accomplishments in my life that I am most proud of is training and running a marathon in the year that I turned 50. I have always been athletic but never a runner (I am still not a runner) but was able to make a few lifestyle choices and learned how to make this happen! I am proud finisher of the New York Marathon and a few half marathons and 10K’s since then!
We work with people interested in aligning personal values with investment decisions to create long term wealth. Together we aim to understand your current situation and desired lifestyle and build a plan using the most tax effective strategies available. Our team in concert with your advisers help you achieve peace of mind through financial confidence.
*Group Benefits Specialist for Health and Dental Benefits and Group RRSP’s.
Services Include: Plan Design, Implementation, Negotiations at Renewal, Ongoing Care and Support.
*RIS designation for Investments:
SRI segregated mutual funds for RRSP’s, TFSA’s, RESP’s and non-registered plans.
*GIC’s available.
*Individual and Family Financial Services available via Hub Financial, include Life, Disability, Critical Illness and Travel Insurance.
Peter Bennett is a certified financial planner, licensed in insurance, mutual funds, and labour sponsored funds. He has over 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 in 2007 and 2024. 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 has also presented to groups on the subject of responsible investing.