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Portfolio Manager
With over 23 years of investment management experience, Peter joined RBC Dominion Securities in 2024. He draws on his expertise to offer sound advice and strategies geared to the unique and sophisticated needs of high-profile athletes, members of the entertainment industry, established professionals, entrepreneurs, C-suite executives, retirees, and wealthy families.
Peter’s extensive background includes roles at leading Canadian and Global investment firms, where he managed high-net-worth and ultra-high-net-worth private client portfolios. He was involved in various investment activities, including research, tactical asset allocation, stock selection, portfolio construction, and alternative investments. He quickly advanced to Director and Senior Portfolio Manager and shared his insight by serving on the investment policy and strategy committees. Most recently, Peter spent 15 years at a Big Five wealth management firm as a Senior Investment Counsellor and Portfolio Manager.
Peter is a current member of the Toronto CFA Society and the CFA Institute. Clients appreciate his fresh perspective, values-based approach, and ability to make beneficial connections.