Peter is a seasoned Portfolio Manager & Senior Wealth Advisor with over 25 years of industry experience, and has been helping clients and their families since 1996. Understanding your financial needs, and getting to know your personal situation has been paramount for providing the proper advice to those who work with Peter’s team.

Peter’s beliefs and strong background in Portfolio Management and Investment & Financial Planning, help him craft financial solutions that are tailored to your unique needs. Peter has expertise in Retirement Accumulation Strategies as well as Retirement Income Planning. Thirst for knowledge and ongoing learning are a commitment that is shared and fostered among the members of his team. Our team is committed to providing a thought-provoking environment where you as a client can make the right choices both today and in the future.

In addition to providing excellent investment management, Peter’s team is well experienced in reviewing and implementing risk reduction strategies. This is achieved through insurance solutions to help ensure your legacy lives on and your wealth is protected. (especially from the tax man!)

We are very grateful to the many families and businesses who trust us as their primary advisor.

We welcome the opportunity to discuss your needs.

Alf has been in the investment industry since 1995. The foundation of what has been a successful career was formed in CIBC Financial Planning where he started as an Investment Specialist and moved on to become the Regional Director. He joined CIBC Wood Gundy in 2012, when he and his wife, Keren, returned to Winnipeg to be closer to family. Concentrating on the financial and investment needs of affluent individuals and families, business owners, farmers, and professionals.

Alf helps his clients develop strategies to manage their personal and corporate finances. Stressing a long-term approach to investing, he emphasizes financial planning and estate planning to help his clients determine their financial needs and risk tolerance. Investment performance and client satisfaction are his primary business objectives.

Kevin works with our clients to provide tailored and convenient banking solutions. He has been advising high net worth clientele since 2005, and has a personalized approach to helping our clients achieve their financial goals.

Nancy supports the Integrated Private Wealth Management offer and provides an exceptional private client experience by customizing tailored wealth management solutions, banking packages, and unique lending products.

She has held the Certified Financial Planner designation since 2004 and has been a Registered Retirement Consultant since 2010. Nancy has extensive experience in high net worth client management and advisory services and has been with CIBC since 1988.