Meet The Team

Meet The Team

Peter G. Guénard, CFP, CHS, GBA, EPC

Peter, a certified financial planner and certified health specialist (formerly RHU), has over 29 years of direct involvement with insurance, financial and corporate services. He brings a unique and worldly perspective to his clients. His ability to assess and perceive a client’s needs ensures that his clients acquire the optimum plan design, best price to benefit value and most outstanding service available. Peter recently attained the Group Benefits Associate (GBA) designation and is working towards completing the Certified Employee Benefits Specialist (CEBS) designation.

Most recently, Peter has achieved the designation of EPC – Elder Planning Counsel.  This designation is through the CIEPS (Canadian Institute of Elder Planning Studies) and is designed to enrich the knowledge and understanding of professionals including Insurance and Financial Advisors, Attorneys and Accountants, Care givers, Medical personnel and generally people who work in the 50+ age group through education on topics focusing upon the evolving and specialized needs of Canadians as they age.

A strong believer in giving back to his community, Peter volunteers regularly with the Salvation Army Kettle Drive and can be seen throughout the city during the Christmas season. He gives time as a Team Captain with the Heart and Stroke Foundation during their Annual Fundraising drive each February, and was also a volunteer broadcaster for VoicePrint Canada, an organization that provides audio recordings of newspaper articles for the visually impaired.

Peter believes business should be fun and likes you to share that experience with him.