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Services for Real Estate Pros |
RAINER 3,055 |
| Peter Brown, Financial Advisor Growing and conserving your wealth | ||
| location_on Burlington, ON — Peter Brown Inc | ||
| web Peter Brown, Financial Advisor Growing and conserving your wealth's (1peterbrown1) Blog | ||
I am a chartered accountant (C.A.) and financial planner (CFP) & chartered life underwriter (CLU) & trained through the Family Firm Institute as a family business advisor, I counsel buisness famlies in how to conserve and grow family wealth. As an accountant and financial planner I advise clients on business succession, estate planning and diversified investments. I have experience assisting Canadian investors financing land development in Canada and the United States.
I have expertise in financing and refinancing businesses & how to structure investment portfolios. I help clients to establish personal pension plans. or use unregulated pensions to shelter high incomes. I work with other professionals in areas of estate planning, business succession, assisting next generations in new business start-up and maintaining the entrepreneurial drive. As a Chartered Life Underwriter (CLU) I advise on use of life insurance and other tax shelter financial products to reduce or defer income tax to conserve and grow family wealth. As a chartered accountant, financial planner (CFP) and chartered life underwriter (CLU) I am well equiped to work with other professionals to serve sucessful business families.
Growing family and business wealth in any economy is essential. Your lifestyle objectives will be met and exceeded. Real Estate professionals and families welcome