About Peter Pearson

Our clients come to us for our expertise, high standard of service and care, and the trust and integrity that comes with almost 20 years of personal experience, 50 years of family history, and 75 years of combined partner expertise in the financial services profession.

I began my career in the financial services industry in 1992 at the age of 22. Through professionalism, hard work and determination I have built a successful client centered practice. I take pride, as President of Pearson Financial Services Ltd. and as a Sun Life Financial advisor, of the work we do for our clients. For close to 20 years we have been helping families, businesses and individuals achieve their financial goals.

I am a life and qualifying member of the Million Dollar Round Table (MDRT) . MDRT is an independent international association representing the top 5% of life insurance based financial services industry professionals. I am also a member of The Conference of Advanced Life Underwriters (CALU) . CALU represents the interests of Advocis (The Financial Advisors Association of Canada) with particular emphasis placed on legislative and public policy with respect to insurance and investment law.

I currently reside in Squamish with my wife Nicole and our three beautiful children. Our office is also located in Squamish, BC – 35 minutes South of Whistler and 45 minutes North of Vancouver.

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Helpful links

• Sun Life Financial
• Sirius Benefit Plans
• CI Investments
• Canada Revenue Agency (CRA)
• CRA-Small Business
• SunWise Elite Plus
• Fidelity Investments 
• B2B Trust  
• The personal coach 
• Canada Pension Plan 
• Old Age Security
• Mortgage protection 
• Bank of Canada