Management Team

Galen D. Weston

CEO

Galen D. Weston is the founder of ProfessionalReferrals.ca Inc., North America’s premier online referral generation company. Since its inception in 2003, ProfessionalReferrals.ca and AdvisorWorld.com have attracted millions of visitors each year and have helped tens of thousands of North Americans begin new and successful professional relationships with trusted advisors. Galen’s vision and leadership, has created an innovative new resource that has resulted in a complete paradigm shift in the way Financial Advisors, Lawyers, and Accountants market their business. As a former financial advisor, Galen understands the effect of changing world economies. As a financial Internet Marketing pioneer, he has become well-recognized by his peers as an expert in the field of optimizing the power of the Internet to generate quality leads, resulting in millions of dollars in new business. Providing the very best information available, through a network of top writers and Internet bloggers, Galen has created a truly independent go-to-resource for peer-to-peer education and an easy online branding strategy program for advisors who understand the power of the web. Galen has a degree in jazz music and resides in Toronto, Canada.

Peter J. Merrick, B.A., FMA, CFP, TEP, FCSI

Vice President of Strategic Planning

Since the early 1990s, Peter has had an active career in the financial planning, investment, risk management, estate, and business succession planning, cross boarder planning and executive benefit and pension fields. He has been retained for his expertise by some of North America's largest financial institutions, accounting and legal firms, to provide strategic planning solutions.

Peter is a professional financial writer, with over 306 published articles to his credit. He is the author of the best selling “The Essential Individual Pension Plan Handbook” (Lexisnexis, 2007) and “The TASK - The Trusted Advisor's Survival Kit" (Lexisnexis, 2009).

In 2000, Peter was awarded the prestigious Fellowship of the Canadian Securities Institute (FCSI), recognized as Canada's highest honor in the Canadian financial services industry. In 2008, he was invited as a full member into the Society of Trust and Estate Practitioners and awarded the TEP designation. He is a professional public speaker who has achieved the Distinguished Toastmaster's (DTM) designation and has taught at several post-secondary institutions in programs that lead to the Certified Financial Planning, Certified General Accountant, Certified Human Resources Professional and Certified Employee Benefits Specialist designations. Peter resides in Toronto, Canada and San Diego, CA..

Sousie Tsotskos, Vice-President, Sales & Marketing

Sousie brings a unique value proposition to AdvisorWorld.com, having developed a three-pronged area of expertise that incorporates sales, marketing and public relations.

Sousie started her career at one of Canada’s largest financial institutions in sales and customer relations, acquiring the skills to understand client needs and implement key strategies for meeting business goals while maintaining customer satisfaction. For the last 10 years, Sousie has worked for some of Canada’s largest marketing & communications firms, servicing clients from small tech start-ups to international pharmaceutical giants, developing key marketing & communications strategies to bring new products to market and help clients navigate their way through the ever-changing landscape of business marketing and communications. As the marketing manager for one of Canada’s largest privately held home design company’s, Sousie developed a passion for marketing innovative products and ground-breaking ideas that were born in a truly entrepreneur environment. She has brought this passion with her to AdvisorWorld.com. Sousie is a member of the International Association of Business Communicators (IABC) and holds a Bachelor’s Degree in Sociology, and a Masters Degree in Journalism.