The Executor’s Friend
Peter Morrison CFP CLU CHS CEA
Certified Executor Advisor
An experienced financial planner, Peter works with executors and executrix who need professional assistance in organizing an individual’s estate information so that it is easily accessible, accurate and up to date. With over 28 years of experience, he has gained a solid reputation for providing trusted advice and planning in various areas, including retirement, estates, income tax, life insurance and investments.
Peter can help reduce your stress and guide you so you can navigate the complexities of the role as executor and ensure a tax effective, organized, and timely settlement process.
Schedule a free 30-minute consultation to meet Peter and learn more about how he can help you.
Peter lives in Bedford with his wife of 30 years, Michelle. He is an avid mountain biker and hockey player. Peter has consistently been one of the top individual fund raisers in Canada annually for the Heart and Stroke Foundation raising almost $85,000 since 2020. Peter is presently serving as the Atlantic Chapter President for the Canadian Institute of Certified Executor Advisors.
Educational and Professional Qualifications:
- Certified Executor Advisor (CEA) 2018
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Chartered Health Specialist (CHS) 2017
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Chartered Life Underwriter (CLU) 2015
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Certified Financial Planner (CFP) 2005
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Bachelor of Business Administration (BBA) 1994