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. www.cfainstitute.org

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.