Managing the money clients do not want to lose.

As a distinct and unique business within RBC Dominion Securities, Peter benefits from working with Canada’s largest and most trusted financial institution.

Peter keeps it simple by investing in proven, stable Canadian & US equities and fixed income. Not only does Peter follow the direction of the firm’s research, but he also maintains an independent focus that provides for active decision making and efficient delivery of client expectations. He ensures that the customized investment guidelines (Investment Policy Statement) established for his clients are strictly adhered to.

When investing client capital, Peter focuses on three core investment disciplines:

  1. Preservation of Capital

  2. Income (Dividends & Interest)

  3. Conservative Growth

With these three core focuses on investing client capital, Peter is also committed to developing strategies to create an income stream. This enables his clients to maintain their current lifestyle and maximize their after tax retirement income.

“I want to make sure my clients get a good night's sleep knowing that their diversified portfolios are being properly attended to”

Peter de Jong