“Financial success begins with understanding the goals and core values of our clients”
Peter is committed to providing his clients with professional service, well-researched investment strategies, and a sincere concern for their long-term financial success.
Peter has been working in the financial services industry for over thirty years, since graduating from Dalhousie University with a Commerce Degree in 1976. He has taken a number of other programs over the years and is a Fellow of both the Canadian Securities Institute (FCSI) and the Institute of Canadian Bankers (FICB).
Community involvement has always been a part of “what Peter is all about”. He is the current Treasurer of the Catholic Family Services Bureau, Past President of Special Olympics PEI, and Past Chair of the Investment Dealers Association of PEI District Council.
Peter resides in Charlottetown with his wife Heather. Together they have raised four accomplished daughters and in 2007 became the very proud grandparents of twin granddaughters.
Peter now runs a fully integrated wealth management practice. He firmly believes that when his clients are able to put their financial affairs in order, it is easy to then focus on lifestyle and legacy goals and enjoy “peace of mind”.
1The opinions, estimates and projections contained herein are those of the author as of the date hereof and are subject to change without notice and may not reflect those of BMO Nesbitt Burns Inc. (“BMO NBI”). Every effort has been made to ensure that the contents have been compiled or derived from sources believed to be reliable and contain information and opinions that are accurate and complete. Information may be available to BMO Nesbitt Burns or its affiliates that is not reflected herein. However, neither the author nor BMO NBI makes any representation or warranty, express or implied, in respect thereof, takes any responsibility for any errors or omissions which may be contained herein or accepts any liability whatsoever for any loss arising from any use of or reliance on this report or its contents. This report is not to be construed as an offer to sell or a solicitation for or an offer to buy any securities. BMO NBI, its affiliates and/or their respective officers, directors or employees may from time to time acquire, hold or sell securities mentioned herein as principal or agent. BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Ltee/Ltd. ("BMO Nesbitt Burns") will buy from or sell to customers securities of issuers mentioned herein on a principal basis. BMO Nesbitt Burns, its affiliates, officers, directors or employees may have a long or short position in the securities discussed herein, related securities or in options, futures or other derivative instruments based thereon. BMO Nesbitt Burns or its affiliates may act as financial advisor and/or underwriter for the issuers mentioned herein and may receive remuneration for same. A significant lending relationship may exist between Bank of Montreal, or its affiliates, and certain of the issuers mentioned herein. BMO NBI is a wholly owned subsidiary of BMO Nesbitt Burns Corporation Limited which is an indirect wholly-owned subsidiary of Bank of Montreal. Any U.S. person wishing to effect transactions in any security discussed herein should do so through BMO Nesbitt Burns Corp. and/or BMO Nesbitt Burns Securities Ltd.
2All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
Printer-friendly