|
yourCFO Advisory Group Inc. and
yourCFO Wealth Management Inc.
Suite 219 - 5863 Leslie Street
Toronto, ON M2H 1J8
416-512-0818
416-512-1832
|
|
|
Peter Chan, CFA
|
| Senior Investment Advisor |
|
pchan@yourCFOinc.com
 Peter has been advising clients on their investments in various capacities since 1990. Having worked in a few domestic banks, as well as bank owned investment houses, Peter is well versed in all investment vehicles and their associated risks.
Peter is a Chartered Financial Analyst charterholder – a globally recognized designation in the financial world.
His investment model is focused on creating and adding value through his investment expertise. He starts by creating a tailor made Investment Policy Statement that reflects each investor’s investment needs and objectives. Employing both Passive and Active investment strategies and products, he constructs a portfolio that will deliver value to meet the unique needs of the investor. He further enhances his value added process through continuous portfolio monitoring, portfolio re-balancing and investor education.
Peter works with a team of seasoned professionals that provides excellent guidance in legal estate planning, intergenerational asset transfer, tax planning and insurance planning.
|
|
|
