Peter Miseros

Senior Investment Advisor

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416-875-3435 | LinkedIn

Pratik Mondal

Associate

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Annie Leung

Administrative Assistant

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Peter specializes in managing the complex financial affairs of:

  • Executives
  • Professionals 
  • Business owners
  • Self-employed professionals
  • Pre-retirees
  • Retirees
  • High net worth individuals and families
  • Philanthropist
  • Not for profit organizations

Peter utilizes a Total Wealth Management approach to elevate his practice, ensuring clients benefit from a comprehensive plan that integrates and optimizes all of the client’s investments, insurance, tax and estate planning needs. Peter and his team accomplish this by coordinating the activities of the client’s existing professional advisors such as accountants and lawyers.

Tax planning strategies for high-income earners

Depending on your province of residence, you may be subject to tax at a rate of 50% or higher when your income exceeds a set amount.

Discover several strategies that make for a tax-smart wealth plan.

Our Extended Team

Advisor

Connie Freitas, BA, LL.B

Vice President and Will & Estate Consultant, Family Office Services, RBC Wealth Management


Advisor

Robyn Solnik, LL.B, TEP

Vice President, Business Owner Specialist,Family Office Services, RBC Wealth Management


Advisor

Murray Shapiro, BA, LL.B, TEP

Vice-President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management


Advisor

Abby Kassar, CPA, CA, CFP, TEP, FEA

Vice President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management


Advisor

Susannah Musselman, CPA, CA, CMA

Vice-President & Financial Planning Specialist, Family Office Services, RBC Wealth Management


Advisor

Andrew Sipes, CLU

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Claudia Diaz

Premier Banking Advisor, RBC Royal Bank


Complimentary Consultation

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GIC rates

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Perspectives magazine

Insights into issues affecting wealthy Canadians.

Volume 9, Issue 1