Peter Brown

Advisor @Advisorycloud

Niagara Falls, ON, CA

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Oct 2019 — Present

Advisor @Advisorycloud

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If you’re ever seeking business advice you can request a meeting with me on AdvisoryCloud

EDUCATION

2009 — 2011

Family Firm Institute

Certificate as a Family Business Advisor

1971 — 1976

Brock University

Accounting and Finance

SKILLS

Retirement PlanningBusiness StrategyOrganizational DevelopmentBudgetsPublic SpeakingEstate PlanningFinanceTeam BuildingSmall BusinessEmotional IntelligenceRetirementExecutive DevelopmentStrategic Financial PlanningExecutive CoachingBusiness CoachingMergers & AcquisitionsEntrepreneurshipStrategySuccession PlanningInsuranceExecutive ManagementBusiness PlanningLeadershipWorkshop FacilitationManagement ConsultingExit StrategiesLeadership DevelopmentWealthStrategic PlanningMotivational SpeakingFamily BusinessStart-UpsFinancial AdvisoryOrganizational EffectivenessInvestmentsFinancial PlanningCoaching

ABOUT PETER BROWN

I have over 30 years experience advising business families in finanical and business strategies, in the last ten years I became interested in the area of family wealth and wealth transition. I want to help business families grow and protect the wealth they have earned for generations to come by showing them a process they can use to create communication systems within the family that works specifically for their family.I work with other advisors across disciplines to help families achieve their goals.Specialties: Public speaking to associations and groups. Advising on financial, insurance and investment approaches.Writing about business and finance

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