Peter Papadopoulos

Peter Papadopoulos, CIM

Portfolio Manager, Senior Investment Advisor

Peter is a Portfolio Manager & Senior Investment Advisor with over 28 years of experience successfully managing wealth for high-net worth families, executives, entrepreneurs, doctors, lawyers and professional athletes at CIBC Private Wealth. He brings significant knowledge in helping clients achieve their goals with trusted advice, using an integrated and collaborative family office model, while providing diverse and comprehensive opportunities.

Peter has earned the (CIM)® designation, the industry standard for discretionary investment and portfolio management services. This designation is recognized by Canadian regulators and ensures that those who earn it are qualified to evaluate and manage all aspects of a client's portfolio. Peter is also licensed in life insurance and incorporates these solutions into his clients financial plans.

Peter has built a reputable business helping clients achieve their financial, retirement and estate planning financial objectives with trusted advice; which now sees him successfully advise 250 households with approximately $825 million in assets for high-net-worth families and institutions. Peter, his team and his specialists can help to create and implement a comprehensive & integrated wealth management plan.

Annually, Peter speaks at the Smith School of Business at Queen’s University as a special guest teaching students about Real Estate and Investing. He also supports numerous charities such as Durham CAS; Dreams & Wishes Children’s Charity & CureSPG50 and is a CIBC One for Change leader Donor. Peter and his wife Charlotte, have 2 sons, Nicholas and Jack, who are both taking business degrees in university.

THE PAPADOPOULOS FINANCIAL GROUP

Successfully managing over $825 million in client assets for families and business owners across Canada.

Peter and his team of professionals are committed to providing comprehensive and personalized service to their clients. Peter can help you achieve your financial aspirations by creating a customized strategy tailored to your unique needs and objectives. Are you looking to grow your wealth, plan for retirement, or preserve your assets for future generations? We're here to help you every step of the way.

The Papadopoulos Financial Group not only helps families and business owners protect and grow the money that they worked so hard to earn, but also helps to manage all aspects of their financial lives. Peter and his team help families, business owners, doctors, lawyers and professional athletes create comprehensive financial plans focusing on specific topics such as:

Retirement Planning, Tax Planning, Estate Planning, Wealth Preservation, Business Succession, and Charitable Giving.

Reach out to Peter and his team to schedule a consultation, and to find comfort in your financial future.