Peter is a graduate of Cape Breton University in Mechanical Engineering Technology. He worked in the high tech sector in the late '90s, developing a keen appreciation for applying a disciplined process to his work. In addition, Peter has also achieved the designations of Certified Financial Planner, Canadian Investment Manager, Financial Management Advisor and the industry's most prestigious, Fellow of the Canadian Securities Institute. After doing some soul searching, he discovered his true passion in life to be wealth management.
Peter began his financial services career in 2002 and feels privileged to care for his client's financial well being. He listens closely to understand what is most important to them before providing advice. His extensive experience and disciplined approach ensure the recommendations provided to his clients are individualized just like their own unique financial dreams.
Away from the office, Peter is on the Board of Directors with the Rotary Club of Ottawa South and enjoys volunteering in the community. Together with his wife Melissa, they are actively involved with their children's many activities and only too proud to talk about their many achievements.