Peter Ni, a seasoned professional with over a decade of experience in the investment and wealth management field, has built a distinguished career working with several prestigious firms in Canada. His primary specialization revolves around providing advanced investment advice and executing portfolio management strategies that align with his clients' financial goals.
Peter possesses a unique talent for safeguarding individuals and corporate clients against equity, currency, inflation, and interest rate risks through the strategic use of derivatives. One of his notable strengths lies in his development of distinctive tax strategies tailored to managing substantial capital gains and facilitating efficient wealth transfer. Peter is known for his meticulous approach to wealth planning, crafting personalized strategies that adapt to the various life stages of his clients.
Beyond his professional endeavors, Peter is an active participant in charitable donation activities within his community.
