Peter has been an Wealth Advisor since 1996. After graduating with a Bachelor of Commerce degree from the University of Toronto in 1982, Peter obtained his Chartered Accountant designation in 1985. Peter has been part of the National Bank Financial / Wellington West Capital Inc. Oakville office since it was established in 2004.
Peter provides investment management, tax and estate planning strategy (as it relates in investments) support to our clients. He is primarily responsible for helping implement clients’ financial and estate plans (as it relates to investments) and tracking its ongoing implementation. Peter’s background as a Chartered Accountant allows him to relate on a higher level with our clients’ accountants and other professional advisors to help ensure all their objectives are incorporated into the financial plan. Peter lives in Georgetown with his wife and is an enthusiastic golfer and retired hockey player.