Pierre has spent more than 20 years serving Advisors across Canada. He focuses on delivering the highest caliber of service and advice to Insurance Advisors – and their clients. He is a national resource for insurance solutions, specializing in financial and estate planning strategies including generational wealth transfer, corporate owned life insurance strategies and the design, implementation and funding of Supplemental Executive Retirement Plans (SERPs). 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) and Dalhousie University (MBA – Financial Services). He holds a full life insurance license, and also holds numerous designations including the Certified Financial Planner (CFP®) and Trust and Estate Practitioner (TEP) designations.

More recently, he has completed the Google Data Analytics certification with a specialization in Tableau, R, SQL, and Power BI. He is well versed in the digitization of financial practices using such tools as Google Workspace/MS 365, Google Sites, Google Domains, and Streak CRM for Gmail.