Petar brings more than 9 years of experience in the banking and investment industry to his role with RBC PH&N Investment Counsel. He specializes in bringing a family office-style approach to his clients by constructing and managing customized discretionary investment portfolios and leveraging a team of tax, estate and financial planning specialists. This approach helps him identify and fulfill all his clients’ wealth management needs.
In Petar’s tenure with PH&N Investment Counsel, he has found that the most effective way to build a wealth management solution that truly adds value is by building a caring and trusting relationship with every one of his clients. As a result of working with a limited number of clients, which include the likes of successful families, corporations, trusts and charitable foundations, Petar has the opportunity to develop a thorough understanding of their personal needs and circumstances. This enables him to build customized portfolios which achieve the desired balance between capital growth and wealth preservation.
Petar is a Chartered Financial Analyst (CFA) charterholder and member of both the CFA Society and Toronto Society of Financial Analysts. In addition, he earned a Bachelor’s degree with honours from Wilfrid Laurier University.
On a more personal basis, Petar and his wife Christina are parents to their two young sons, Luka and Leo. In Petar’s free time, you can find him on the tennis courts, skiing or spending time with his family.
