Education
- Bachelor of Commerce – McGill University
- Chartered Financial Analyst Designation – CFA
- Canadian Securities Course
- Canadian Life and Term Insurance Course
Work Experience
- 30 years in financial services industry
- Financial Writer – currently writing a book on how to manage your own investments
- Written financial articles for Globe and Mail, Canadian Money Saver and for Gordon Pape
- Portfolio Management for Private Client and Pension Monies
- Investment Analyst of both Canadian and US companies
- Equity and Fixed Income Portfolio Management
- Financial Planning Capacity
- Client Sales and Service Management
Locations Worked
- Canada
- Bermuda
Types of Companies Worked
- Canadian chartered banks – wealth management and branch
- Trust companies
- Non-bank privately and publically owned investment counsellors
- Canadian Investment Analysis Newsletter
- Investment Dealer
- In-House Pension Fund
- Financial Planner
View testimonials for Peter here.