Using a combination of fundamental data with technical trends and indicators, Peter builds diversified portfolios to position clients to achieve their financial goals.
Peter has worked in the financial industry since 2005 when he joined Raymond James. His role has evolved over time and has included overseeing many of the team’s portfolio strategies and risk management disciplines. 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 resided for over 30 years. In his spare time, he enjoys cycling, hiking, the odd poker game and cooking for friends and family. Peter gives back to the community through volunteer work with the Ronald McDonald House and is involved with other fund-raising 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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