Peter Bailey Email & Phone Number
Who is Peter Bailey? Overview
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Peter Bailey is listed as Owner, Peter Bailey Investment Group Inc. at Worldsource Financial Management, a with 219 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Peter Bailey.
Peter Bailey previously worked as Owner at Peter Bailey Investment Group Inc. and Wealth Advisor at Worldsource Financial Management. Peter Bailey studied at Canadian Securities Institute.
Email format at Worldsource Financial Management
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About Peter Bailey
As a Wealth Advisor with Worldsource Financial Management, I offer an informed and balanced approach to managing your wealth. My goal is to help you articulate your financial goals and understand the solutions available to potentially grow, protect, and transfer wealth. In order to maintain the high level of advice and support that my clients expect, I am interested in building long lasting relationships with select individuals, families and business owners. If you would like to arrange a meeting to discuss your personal financial goals, please contact me.Specialties: Retirement planning, Estate planning, Educational Savings programsMutual funds and segregated funds provided by fund companies are offered through Worldsource Financial Management Inc. Other products and services are offered through Peter Bailey Investment Group.
Listed skills include Retirement Planning, Mutual Funds, Estate Planning, Wealth Management, and 25 others.
Peter Bailey's current company
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Peter Bailey work experience
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Wealth Advisor
Current
Financial Advisor
Regional Sales
Colleagues at Worldsource Financial Management
Other employees you can reach at worldsourcefinancial.com. View company contacts for 219 employees →
Arjun Menon
Colleague at Worldsource Financial ManagementMarkham, Ontario, Canada
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JW
Julie Westall, Cfp®, Cim®
Colleague at Worldsource Financial ManagementOttawa, Ontario, Canada
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VM
Vince Martino
Colleague at Worldsource Financial ManagementVaughan, Ontario, Canada
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JM
J'Nelle Murphy Cfp, Epc
Colleague at Worldsource Financial ManagementGreater Vancouver Metropolitan Area, Canada
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BD
Ben Dawson
Colleague at Worldsource Financial ManagementGreater Toronto Area, Canada
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PK
Paul Ko
Colleague at Worldsource Financial ManagementCanada
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WC
Wfm Compliance
Colleague at Worldsource Financial ManagementMarkham, Ontario, Canada
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JB
Jason Bedarf
Colleague at Worldsource Financial ManagementToronto, Ontario, Canada
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EA
Erlinda A.
Colleague at Worldsource Financial ManagementToronto, Ontario, Canada
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NM
Natasa Morfesis
Colleague at Worldsource Financial ManagementOntario, Canada
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Peter Bailey education
Education record
Ba, Business
Frequently asked questions about Peter Bailey
Quick answers generated from the profile data available on this page.
What company does Peter Bailey work for?
Peter Bailey works for Worldsource Financial Management.
What is Peter Bailey's role at Worldsource Financial Management?
Peter Bailey is listed as Owner, Peter Bailey Investment Group Inc. at Worldsource Financial Management.
Where is Peter Bailey based?
Peter Bailey is based in Toronto, Ontario, Canada while working with Worldsource Financial Management.
What companies has Peter Bailey worked for?
Peter Bailey has worked for Peter Bailey Investment Group Inc., Worldsource Financial Management, Edward Jones, and Quartet Service Corporation.
Who are Peter Bailey's colleagues at Worldsource Financial Management?
Peter Bailey's colleagues at Worldsource Financial Management include Arjun Menon, Julie Westall, Cfp®, Cim®, Vince Martino, J'Nelle Murphy Cfp, Epc, and Ben Dawson.
How can I contact Peter Bailey?
You can use AeroLeads to view verified contact signals for Peter Bailey at Worldsource Financial Management, including work email, phone, and LinkedIn data when available.
What schools did Peter Bailey attend?
Peter Bailey studied at Canadian Securities Institute.
What skills is Peter Bailey known for?
Peter Bailey is listed with skills including Retirement Planning, Mutual Funds, Estate Planning, Wealth Management, Wealth, Portfolio Management, Investment Strategies, and Investments.
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