Peter Miseros

Senior Investment Advisor

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416-875-3435 | LinkedIn

Paige Lockhart

Associate

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, RBC Family Office Services


Advisor

Robyn Solnik, LL.B, TEP

Vice President, Business Owner Specialist, RBC Family Office Services


Advisor

Murray Shapiro, BA, LL.B, TEP

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


Advisor

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

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


Advisor

Susannah Musselman, CPA, CA, CMA

Vice-President & Financial Planning Specialist, RBC Wealth Management Canada


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

The latest GIC rates from various financial institutions.

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Recent Posts

End of Quebec public sector strike boosts Canadian GDP in January

End of Quebec public sector strike boosts Canadian GDP in January

Mar 28, 2024 | Claire Fan, Economist | Royal Bank of Canada

We continue to look for the Bank of Canada to start cutting interest rates in June.

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U.S. Fed still expecting rate cuts but risks tilted to slower pace

U.S. Fed still expecting rate cuts but risks tilted to slower pace

Mar 20, 2024 | Nathan Janzen

All but two FOMC participants continue to expect interest rate cuts this year.

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Bumpy recovery for Canada’s housing market

Bumpy recovery for Canada’s housing market

Mar 18, 2024 | Robert Hogue

February offered valuable clues on the direction Canada’s housing market is taking. Improving sentiment among buyers and sellers—no...

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A Growing Problem: How to align Canada’s immigration with the future economy

Mar 13, 2024 | Benjamin Richardson & Cynthia Leach

The mismatch in immigrants' skills and the labour market’s long-term needs, along with pressure on the country’s infrastructure capacity is leading to negative economic outcomes.

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BoC holds rates steady in March

BoC holds rates steady in March

Mar 07, 2024 | Claire Fan, Economist, Royal Bank of Canada

The Bank of Canada (BoC) held the overnight rate unchanged for a fifth consecutive meeting, extending a pause that started after the last hike in July last year. 

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Perspectives magazine

Insights into issues affecting wealthy Canadians.

Volume 9, Issue 1