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Peter Guidote Cfp, Cpa, Cima, Fcsi, Cim, Aifp is listed as Senior Portfolio Manager & Wealth Advisor at CG Wealth Management at Canaccord Genuity Wealth Management Canada, a company with 329 employees, based in Greater Montreal Metropolitan Area, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Peter Guidote Cfp, Cpa, Cima, Fcsi, Cim, Aifp.
Peter Guidote Cfp, Cpa, Cima, Fcsi, Cim, Aifp previously worked as Senior Portfolio Manager, Senior Wealth Advisor at Canaccord Genuity Wealth Management Canada and Director, Wealth Management, Portfolio Manager at Richardson Wealth. Peter Guidote Cfp, Cpa, Cima, Fcsi, Cim, Aifp holds Ca, Accounting from Mcgill University.
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You have always marched to the beat of your own drum. Now is 'your' time - time to create harmony between all facets of the retirement puzzle - tailored to 'your' rhythm.Knowing where you are now, where you want to go and more importantly how you are going to get there are the three key questions we focus on to help you move forward with confidence.Our Purpose:We believe in challenging the status quo on retirement planning. We believe in thinking differently.We believe that people should be able to retire comfortably with financial security and peace of mind.We challenge the status quo by combining our proprietary Surviving Retirement Assessment with prudent stewardship and tailored strategies to coordinate all aspects of protecting, growing and transferring your wealth from one generation to the next.This unique process transforms your life goals into an easy-to-understand action plan.This action plan will bring to light your probability of living the retirement you want. By knowing the odds of success, you will be enabled to make wise choices today to ensure a secure tomorrow.Our mission is to empower you to move forward with the vision and clarity necessary to achieve your life goals.- - - - - - - - - - - - - How it works?We work closely with our clients to develop a personalized financial plan that combines investment strategies built for today's markets. We help our clients navigate through the sea of potential investment strategies to help them identify those that will allow them to participate in upside market returns while minimizing their downside risks. The result of this process is a custom financial plan whose focus is to generate sustainable investment and retirement income so that our clients can focus on living a comfortable and secure retirement.- - - - - - - - - - - - - - - - - - - - - - - - - - Specialties: Accredited Investment Fiduciary with a specialty in helping individuals who have been offered severance packages make wise decisions with the proceeds from their pension plans.
Listed skills include Investments, Retirement, Wealth Management, Retirement Planning, and 18 others.
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Montreal, Quebec, Canada
Our purpose is to provide clients under our care with clarity and direction in their financial life so that they can move forward with confidence and passion. Retiring with conviction and purpose is the goal of our Purposeful Financial Planning process. We are here to help.
Montreal
- Specialist in structuring retirement plans to provide sustainable life long income.- Sub specialty in advising individuals who are required to transfer their defined benefit pension plans to locked in retirement accounts.
We help affluent families in Montreal with the prudent stewardship of their wealth focusing on preserving, growing and transferring their legacy from one generation to the next.
Advisor with Private Client Investments, helping individuals with severance and retirement packages make wise and informed decisions.
Audit clients, with a particular focus on pension plans and investments.
Other employees you can reach at cgwm.ca. View company contacts for 329 employees →
Carolyn Hunter
Colleague at Canaccord Genuity Wealth Management Canada
City Of Langley, British Columbia, Canada, Canada
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Jeff Scruton
Colleague at Canaccord Genuity Wealth Management Canada
Toronto, Ontario, Canada, Canada
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CL
Cheryl Lee, Bcom
Colleague at Canaccord Genuity Wealth Management Canada
Vancouver, British Columbia, Canada, Canada
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DY
Dmytro Yamshchykov, Cfa
Colleague at Canaccord Genuity Wealth Management Canada
Vancouver, British Columbia, Canada, Canada
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SP
Stephen Polonoski
Colleague at Canaccord Genuity Wealth Management Canada
Waterloo, Ontario, Canada, Canada
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HL
Hollie-Louise Larkin
Colleague at Canaccord Genuity Wealth Management Canada
Vancouver, British Columbia, Canada, Canada
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DP
Dean Peters
Colleague at Canaccord Genuity Wealth Management Canada
Toronto, Ontario, Canada, Canada
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AP
Andrew Prescott
Colleague at Canaccord Genuity Wealth Management Canada
West Vancouver, British Columbia, Canada, Canada
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PH
Paul Harrison
Colleague at Canaccord Genuity Wealth Management Canada
Calgary, Alberta, Canada, Canada
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GB
Gabriel Benhamron, Cim
Colleague at Canaccord Genuity Wealth Management Canada
Montreal, Quebec, Canada, Canada
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Certified Investment Manager leading to Discretionary Portfolio Management.
Quick answers generated from the profile data available on this page.
Peter Guidote Cfp, Cpa, Cima, Fcsi, Cim, Aifp works for Canaccord Genuity Wealth Management Canada.
Peter Guidote Cfp, Cpa, Cima, Fcsi, Cim, Aifp is listed as Senior Portfolio Manager & Wealth Advisor at CG Wealth Management at Canaccord Genuity Wealth Management Canada.
Peter Guidote Cfp, Cpa, Cima, Fcsi, Cim, Aifp is based in Greater Montreal Metropolitan Area, Canada, Canada while working with Canaccord Genuity Wealth Management Canada.
Peter Guidote Cfp, Cpa, Cima, Fcsi, Cim, Aifp has worked for Canaccord Genuity Wealth Management Canada, Richardson Wealth, Richardson Partners Financial Limited, Cibc Wood Gundy, and Price Waterhouse Coopers.
Peter Guidote Cfp, Cpa, Cima, Fcsi, Cim, Aifp's colleagues at Canaccord Genuity Wealth Management Canada include Carolyn Hunter, Jeff Scruton, Cheryl Lee, Bcom, Dmytro Yamshchykov, Cfa, and Stephen Polonoski.
You can use AeroLeads to view verified contact signals for Peter Guidote Cfp, Cpa, Cima, Fcsi, Cim, Aifp at Canaccord Genuity Wealth Management Canada, including work email, phone, and LinkedIn data when available.
Peter Guidote Cfp, Cpa, Cima, Fcsi, Cim, Aifp holds Ca, Accounting from Mcgill University.
Peter Guidote Cfp, Cpa, Cima, Fcsi, Cim, Aifp is listed with skills including Investments, Retirement, Wealth Management, Retirement Planning, Wealth, Certified Financial Planner, Fiduciary, and Portfolio Management.
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