Peter Brown, Financial Advisor Growing and conserving your wealth (Peter Brown Inc) Services for Real Estate Pros

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Peter Brown, Financial Advisor Growing and conserving your wealth
location_on Burlington, ON — Peter Brown Inc
Get to Know Peter Brown, Financial Advisor Growing and conserving your wealth

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.

Certifications

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.

 

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Growing family and business wealth in any economy is essential. Your lifestyle objectives will be met and exceeded. Real Estate professionals and families welcome