As an Investment Counsellor with RBC PH&N Investment Counsel, Peter employs a disciplined approach to wealth management to help clients preserve and grow their wealth. He believes that the reason for investing is just as important as the act of investing and strives to ensure alignment between his clients’ investment strategy and their objectives, goals and needs.
By working exclusively with a select number of clients, Peter is able to develop a deep understanding of clients’ financial goals and personal values, as well as identify their unique circumstances and specific needs in order to construct a customized investment strategy. In addition, he is supported by an in-house team of tax, estate and financial planning experts to offer his clients services that go beyond investing and meet the full spectrum of their wealth management needs.
After starting his career in wealth management as a Financial Planner with RBC over 15 years ago, Peter spent the next 10 years in capital market research as a sell-side analyst and subsequently, as part of the executive team of a junior publicly traded company. Immediately prior to joining RBC PH&N Investment Counsel, he worked at a commercial intelligence company providing financial analysis and valuation of assets in the energy space while also partnering with institutional clients.
Peter holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations in addition to earning a Bachelor of Commerce degree from the University of Calgary.
Born and raised in Calgary, Peter and his wife keep busy with their three children. He can often be found in a local arena either playing hockey and/or helping coach his children’s teams.