MEET THE TEAM
We excel because we're committed to excellence. Putting our experience to work for you!
TEAM ACCREDITATIONS

WORLDWIDE
CFP
CERTIFIED FINANCIAL PLANNER
WE DELIVER
Adhere to internationally recognized professional standards of competence and ethical practice as set in Canada by the Financial Planners Standards Council.


PETER
MICHAEL
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WORLDWIDE
CIM
CHARTERED INVESTMENT MANAGER
WE DELIVER
It's the industry standard for discretionary investment and portfolio management services. It is recognized by Canadian securities regulators and ensures those who earn it are qualified to evaluate and manage all aspects of an investment portfolio for sophisticated clients.


PETER
MICHAEL
(In Progress)
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WORLDWIDE
FEA
FAMILY ENTERPRISE ADVISOR
WE DELIVER
The global benchmark in family business providing professional advisory based on significant technical knowledge.


PETER
MICHAEL
(In Progress)
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WORLDWIDE
C. (DIR)
CHARTERED DIRECTOR PROGRAM
WE DELIVER
A globally recognized, university accredited designation that prepares directors with the skills and knowledge to have a positive impact on boards

PETER
(In Progress)
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WORLDWIDE
CSC
CANADIAN SECURITIES COURSE
WE DELIVER
Industry benchmark and licensing requirement to deal in securities, mutual funds and alternative funds.


PETER
MICHAEL
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