Eric is a financial services industry consultant and thought leader, considered by his peers as one of the most informed and knowledgeable authorities in his space, providing financial advisors, life insurance agents, and related industry professionals expertise in complex tax and estate planning. Eric’s business approach uses a relentless commitment to professionalism and attention to detail, using a collaborative and integrated planning style that works in conjunction with a client’s entire advisory team. His communication style describes complex structures in easy-to-understand terms. He has been in the financial services industry for over a quarter-century in a variety of roles, including marketing and distribution at the executive and wholesaling level for insurance companies and Canadian investment firms. He’s also been a faculty member for Seneca College’s Financial Services Practitioner certification program, whose graduates receive credits towards CFP (Certified Financial Planner) and CLU (Chartered Life Underwriter) designations. He’s been involved in many speaking engagements at industry events over the years and has also appeared on radio programs and call-in shows. He has written articles and has been quoted and profiled in several industry publications. He has co-chaired Canadian and international delegations, meeting Prime Ministers, parliamentarians, congressmen, and senators, and holds a Specialized Honours B.A. from York University. He is married with two children, lives in Thornhill, Ontario, and is a very active member of his community, being recently honoured for volunteering his time and sitting on the boards of multiple charitable and non-profit organizations.