Peter Gillen is a forward thinking “Certified Financial Planner”, with 20 years industry experience. His Wealth Management Practice is dedicated to providing his clients with comprehensive financial planning, premium products and exceptional client service. Peter has taught the “Financial Strategies for Successful Retirement” courses at the University of Windsor and St Clair College since 1997 and holds various financial services credentials. Peter is a specialist with the Individual Pension Plan (IPP) strategy and provides individual and corporate consultation in exploring the feasibility and benefits the IPP can offer. Professionalism, understanding and commitment are the cornerstones of his practice. Peter offers creative financial solutions that transforms his client's life dreams into realities, so that they may enjoy the inner peace of a secure financial future. Whether your dreams are small or grand, his Team will formulate a Wealth Management Strategy that will help you achieve them. His unique processes will enable you to take advantage of a comprehensive array of financial solutions tailor made to your personal situation. Through his independence, he provides his clients with the very best in financial products, services and advice to help them achieve their financial goals.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.