Peter started his career in financial services in 2001 and gained valuable experience from a variety of roles in personal banking, commercial lending, investment counsel and portfolio management. He holds the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) designations and enjoys helping clients meet their retirement, tax and estate planning goals.

 

Outside of work, Peter enjoys travelling, water sports and spending time with friends and family.

 

Born in Montreal, Quebec at 9lbs 1oz.

 

Email Peter at [email protected]