My Digital Briefcase

Pierre has spent more than 25 years serving Advisors across Canada. He's leading a team is that is delivering the highest caliber of service and advice to Insurance Advisors – and their clients. He is a national resource for BMO’s suite of insurance solutions, specializing in financial and estate planning strategies including generational wealth transfer and corporate-owned life insurance strategies. He is an Associate member of CALU, a member of Advocis, and a member of STEP Canada. Pierre has also written and published numerous articles on insurance planning matters.

Pierre is a graduate of the University of Guelph (Bachelor of Commerce - Honours) in Marketing Management and Dalhousie University (MBA – Financial Services). He holds a full life insurance license in multiple provinces and also holds the Certified Financial Planner (CFP®) and Trust and Estate Practitioner (TEP) designations.