Peter Brown, CPA, CA, CFP, CLU

Business Coach, Copper Beech Company

An entrepreneur himself, Peter uses his first-hand experience to help fellow business owners and executives overcome obstacles and plan for the future. With over 40 years of experience he has a working knowledge of a wide range of business challenges and strategies. In the 1980s, Peter started and grew a public accounting office in the Niagara Region, which he later sold and merged with a large multi-national accounting firm. He subsequently operated his own management consulting business, with a focus on business finance and refinance.

In 1999 he established and operated Peter Brown Financial Group, a personal financial planning business. He earned membership in the Million Dollar Round Table and CALU (The Conference for Advanced Life Underwriting). He built the business to serve over 325 clients with their financial planning. Peter sold the financial planning business in 2008.

Peter Completed the Master Business Coaching Program though the Fowler International Academy of Professional Coaching in 2010 and achieved a Family Business Advisor certification through the Family Firm Institute in 2011.

Peter currently owns and operates Copper Beech Company and coaches’ members of business families in succession and other family business matters, he also coaches new business owners and owners of growing businesses in strategic planning and financial management processes.

Peter founded and leads a mastermind group “Table of Captains” which meets monthly.

Further, Peter has also contributed to the enhancement of his public and business communities; writing newspaper columns, blogs on personal finance and family wealth, speaking to groups about personal financial planning and business succession. As a volunteer, he was the chairman of the Kiwanis Music Festival of St. Catharines, President of the Kiwanis Club of St Catharines and Lieutenant Governor for Kiwanis Club in Niagara/Oakville. He is Trustee on the Board of Hotel Dieu Shaver Hospital in St Catharines and Mentor through the City of Niagara Falls in a programs ‘Starter Company’ and Summer Company.

Peter was one of six finalists across Canada for the Business Development Banks Canadian Mentor of the Year Award.

Peter can be reached by email at peter@copperbeechco.com