Investment Council, CPA, BComm, PFP
Peter joined the investment industry in 1994, and has more than 30 years of finance experience, expertise in corporate tax auditing and investment consulting at high profile firms such as the Canada Revenue Agency.
He has a bachelor's degree in commerce from The University of Manitoba, is a Certified Management Accountant (CMA) and a Professional Financial Planner (PFP).
Since becoming an Investment Advisor over 18 years ago, Peter has used his knowledge of tax issues, as well as his strong belief in practical, stable type investments to ensure that clients are equipped with comprehensive financial plans that minimize costs and maximize investor confidence in any economic or market position. He believes that with his proprietary analysis and risk management expertise, clients portfolios are well-positioned to proactively allocate in response to rapidly changing market conditions.