Peter Andreana Email & Phone Number

From the business owner to the company executive, Peter walks clients through retirement and investing, RRSPs, advanced tax planning, insurance, debt and business issues as well as health, dental and employee benefits. By adhering to a proven process, which integrates the four cornerstones of financial planning, Peter helps ensure clients achieve peace of mind and reach their goals. Peter excels in giving his clients industry-leading service and care, with a personal touch. Mutual funds are offered through Investia Financial Services Inc.Designations and Courses Completed:In order of completion CIM DesignationPortfolio Management TechniquesInvestment Management TechniquesFEA Designation - Represents the pinnacle of professional expertise in the field of family enterprise/Business advisingCIWM - Certified International Wealth ManagerCSWP - Chartered Strategic Wealth Professional FMA - Financial Management AdvisorEPC - Elder Planning CounselorCFP Designation - Certified Financial PlannerCPH - Conduct and Practices Handbook CSC - Canadian Securities Course B.A. - EconomicsSpecialties: Investment ExpertBusiness Owner SpecialistFinancial PlanningBusiness SuccessionShareholder AgreementsHealth and Dental PlansPension Plans

Listed skills include Strategic Financial Planning, Investments, Strategy, Wealth Management, and 43 others.