Peter Sigouin Email & Phone Number

Greater Ottawa Metropolitan Area

In building deep, lifelong relationships with my clients, I take a Total Wealth Planning approach to your financial success.Investment solutionsWe provide clients with comprehensive investment management utilizing a customized approach to their asset allocation in accordance with their individual needs, tax situation, and risk tolerance.Retirement planningWe are specialists in the retirement planning field, bringing together all of the various assumptions required to guide a client toward the appropriate savings rates as they approach retirement, and spending rates when they’re retired.Estate and trust planningMaximizing ones estate through tax minimization, and the ease at which it transfers to the next generation is front of mind for many clients. We provide guidance around how to best accomplish this. This service is provided by Scotiatrust.Education planningOne of the largest expenses of having children, we can certainly help plan for the funding of post-secondary education costs.

Greater Ottawa Metropolitan Area

As a Scotiabank Investment Specialist, I am dedicated to providing a convenient and personalized approach to planning your financial future. With a commitment to meeting you on your terms, wherever you prefer, I offer a complimentary review of your investments. Whether you seek answers to your financial questions or want a comprehensive review, I am here for you.My role is to be a key partner in your financial future, ensuring that your plan evolves with your changing priorities and circumstances. Using a disciplined financial planning approach, I work to understand your unique goals and financial situation, creating a customized plan that reflects your needs.Benefit from my expertise in investment planning, retirement planning, and retirement income planning. I provide valuable advice on individual mutual funds, comprehensive portfolio solutions, Scotiabank Guaranteed Investment Certificates, and other savings products. Additionally, I offer tax-smart options, including corporate class mutual funds.With a clear understanding of your goals, risk tolerance, and time horizon, I develop a carefully considered plan that remains flexible to adapt to your changing circumstances. Together, we will regularly revisit your plan and portfolio, ensuring they reflect your needs, track progress, and make adjustments as necessary.

Accounting Specialization Certificate

The specialization in accounting is recognized by CPA Ontario as the equivalent to the PEP phase of the CPA accreditation by CPA Ontario.

Bachelor Of Commerce - Bcom, Accounting W/ Honours