Peter began developing his financial acumen in 1997. He has held wealth management positions with a leading bank-owned firm, as a trader of equities, fixed income, and options and at CIBC Financial Planning as an Investment Specialist. Peter has always been committed to helping clients achieve their lifestyle goals through sound financial planning and expert investment management. He is a CFA Charterholder and a Certified Financial Planner. Peter holds a Bachelor's degree from the University of Calgary.

Angela has been working in the financial services industry and has been with Peter's team since 2010. She successfully earned her Investment Representative license in 2010. Angela assists Peter with portfolio implementation and all client communication that includes tax reporting and administrative support. She has proven her commitment to providing you with the best possible client service.