Lori Collins

Peter Wouters from Empire Life Investments joined us on October 7, 2014 to discuss Retirement Income Planning and how it has changed for Baby Boomers.  It was a very interesting and informative night!

Peter Wouters works with independent advisors and other professionals uncovering issues and concerns faced by affluent individuals, professionals and business owners. He annually provides hundreds of workshops, seminars and support throughout the country on tax and estate planning issues, concepts and strategies.

A graduate of McMaster University, Northeastern University and Widener University, Peter has three decades of experience. He is a true student of business as attested to by 15 professional designations. His articles have been published in newspapers, industry bulletins and trade journals throughout the world.

Among his many professional and industry affiliations are: CALU (Conference of Advanced Life Underwriting), the Society of Trust & Estate Practitioners, the Institute of Research & Planning, the Canadian Tax Foundation, the American Institute of Financial Gerontology and the American Society on Aging. He is faculty chair of the International Elder Planning Counsellor program.

If you have questions regarding the information in this video or would like a copy of the presentation, please don’t hesitate to contact our office.

This video is not intended as investment, tax or legal advice. Please consult your personal financial advisor for advice specific to your situation.