Meet your hosts

Your hosts Peter McGee and Tara Rinke are proud and excited to welcome you to the 2025 ADVANCE Retreat on Gabriola Island. Read on below to learn about Peter.

Peter McGee, Founder of MarketingWealth

Peter has been a marketing leader since 2008, and has operated in various industries, most notably Financial Services. A Professional Certified Marketer (PCM®) with the American Marketing Association, Peter works with Financial Advisors to develop brand positioning strategies, ideal client profiles, marketing plans, content banks, and much more. Beyond marketing, Peter's clients look to him for guidance on setting professional goals, finding significance in the work of financial planning, and leading a balanced life of meaning and personal growth.

200825_Peter McGee_HAP_6731(6)

About MarketingWealth

As the Founder of MarketingWealth, Peter specializes in serving Financial Planners. His work revolves around two pivotal aspects: Marketing and Purpose. Within the realm of marketing, he offers a comprehensive suite of services, including crafting strategic marketing plans, executing email campaigns, designing websites, curating social media content, producing promotional videos, and providing general marketing consultation.

However, Peter firmly believe that effective marketing strategies must align with the internal motivations and aspirations that drive each financial professional. Therefore, his approach extends beyond the conventional marketing realm. In addition to delivering marketing solutions and materials, Peter collaborates closely with clients to uncover their core beliefs, both limiting and empowering, identifies their unique position of authority within their client relationships, and helps them articulate a clear vision for the future.

By anchoring our efforts in this foundation of purpose, we can create marketing and branding strategies that not only resonate profoundly, but also authentically connect with the financial planner's ideal clients. This synergy results in a compelling and enduring bond that goes beyond mere marketing tactics, fostering genuine client engagement and long-term success.


We have designed this experience specifically for the Financial Advisor in search of meaning, fulfillment and growth.

We'd love to host you for our Retreat. Apply now, and enjoy a truly transformative experience!