40th Anniversary Tribute

Client's reflect on Peter's 40 years of service

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For three generations, I have been serving my clients and community. I work with businesses, individuals and families to help them understand their particular financial risks and develop unique estate and insurance planning solutions. As a Family Enterprise Advisor (F.E.A.), I work closely with my clients to help them make informed decisions that create certainty in their lives. My business is personal. I offer several services, which allows me to customize my approach to help each client meet their goals. 


By ensuring individuals, families and their businesses are well cared for, my clients have the freedom to make choices and can enjoy a continuity of lifestyle for themselves and successive generations.  

For three generations, we have been serving our clients and community. We work with businesses, individuals and families to help them understand their particular financial risks and develop unique estate and insurance planning solutions. As Family Enterprise Advisors (F.E.A.), we work closely with our clients to help them make informed decisions that create certainty in their lives. Our business is personal. We offer two leading programmes, the Summit and Basecamp, which allow us to customize our approach to help each client meet their goals. 


By ensuring individuals, families and their businesses are well cared for, our clients have the freedom to make choices and can enjoy a continuity of lifestyle for themselves and successive generations.  

Knowledge • Guidance • Caring
For three generations, I have been serving my clients and community. I work with businesses, individuals and families to help them understand their particular financial risks and develop unique estate and insurance planning solutions. As a Family Enterprise Advisor (F.E.A.), I work closely with my clients to help them make informed decisions that create certainty in their lives. My business is personal. I offer several services, which allows me to customize my approach to help each client meet their goals.

By ensuring individuals, families and their businesses are well cared for, my clients have the freedom to make choices and can enjoy a continuity of lifestyle for themselves and successive generations.  
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