Peter Bailey
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Peter Bailey Email & Phone Number

Owner, Peter Bailey Investment Group Inc. at Worldsource Financial Management
Location: Toronto, Ontario, Canada 4 work roles 2 schools
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Role
Owner, Peter Bailey Investment Group Inc.
Location
Toronto, Ontario, Canada
Company size

Who is Peter Bailey? Overview

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Quick answer

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.

Company email context

Email format at Worldsource Financial Management

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Worldsource Financial Management

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Profile bio

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.

Current workplace

Peter Bailey's current company

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Worldsource Financial Management
Worldsource Financial Management
Owner, Peter Bailey Investment Group Inc.
markham, ontario, canada
Employees
219
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4 roles · 22 years

Peter Bailey work experience

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Owner

Current
Peter Bailey Investment Group Inc.
2005 - Present ~21 yrs 6 mos

Regional Sales

Quartet Service Corporation
Dec 2002 - Aug 2003
Team & coworkers

Colleagues at Worldsource Financial Management

Other employees you can reach at worldsourcefinancial.com. View company contacts for 219 employees →

2 education records

Peter Bailey education

Education record

Canadian Securities Institute
FAQ

Frequently asked questions about Peter Bailey

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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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