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Peter Vander Velde

Peter Vander Velde,

CIM®, CMT Portfolio Manager & Financial Advisor

Peter uses a combination of fundamental analysis, technical trends, and indicators to build diversified portfolios that support clients in achieving their financial goals.

Peter has worked in the financial industry since joining Raymond James in 2005. His role has evolved over time, and he now focuses on developing portfolio strategies and risk management disciplines for his clients. He has earned both the Chartered Market Technician (CMT) and Chartered Investment Manager (CIM) designations.

Peter grew up near Lethbridge in a farming community before moving to Edmonton, where he has lived for more than 30 years. In his spare time, he enjoys cycling, hiking, the odd poker game, and cooking for friends and family. He gives back to the community through various fundraising initiatives.

The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements.

What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.

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