Peter Basso, BASc Eng., MBAInsurance Consultant
Peter joined the Bartley Team as our Insurance Specialist in November 2017. He is LLQP certified and is an expert in the areas of Life Insurance, Accident and Sickness Insurance, Travel Insurance, and Life Insurance related investment products like Segregated Funds and Annuities. Peter’s expertise is utilized by our team to enhance our clients’ financial plans.
Peter holds a Bachelor of Applied Science Degree with Honors in Mechanical & Materials Engineering from the University of Windsor, and a Master’s Degree in Business Administration (MBA) from Lawrence Technological University.
Prior to joining Investment Planning Counsel, Peter held a number of Management positions in the Automotive Engineering field. He most recently worked in Engineering Management at a Magna Group Company where his group was responsible to provide Engineering and Financial oversight on large capital expenditure Powertrain projects.
Peter’s real-world experience and strong fundamental understanding of the Insurance and Financial industries ensures each client is provided with a straightforward, tax-advantaged approach to Insurance and wealth creation. His vision is to provide businesses and families with the security and peace of mind to focus on what matters most, building a healthy and successful future.