Peter Story, (B.A. '78)
Financial Consultant
CIBC Wood Gundy Inc.
255 Queens Avenue, 22nd Floor
London, ON N6A 5R8
519-663-5353
peter.story@cibc.ca
Q: How long have you been an advisor in this area?
A: Since 1978; 27 years
Q: Do you have experience advising clients who have arranged planned gifts? For how many years?
A: Approx. 10 Years
Q: Have you made arrangements for a personal planned gift?
A: Yes.
Q: What is your personal philosophy of philanthropy, and gift planning, specifically?
A: All of us are very fortunate in our lives and grateful for our education, to advance and challenge our minds and capabilities. Therfore, it is important to "give back", to help others that may not be as fortunate as ourselves and indirectly invest not only in someone else's future but also in our own.
Q: Are you a member of the Canadian Association of Gift Planners – locally and/or nationally?
A: No