Peter Papadakis Email & Phone Number
Principal Financial Planner @ Kerr Financial Group
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Peter Papadakis Location
- Montreal, QC, CA
Peter Papadakis Work
- 2020 -now Principal Financial Planner @
- 2017 -2020 Financial Planning Solutions Quality Advisor @
- 2014 -2017 Financial Planner @
- 2011 -2014 Business Development Associate @
- 2002 -2011 Senior High Value Investment Representative @
- 2001 -2002 Business Development Manager @
- 2000 -2001 Trade Management Resource Officer @
- 1999 -2000 Investment Representative @
- 2011 -2015 President @ Loulouer Management Inc.
- 1997 -1999 Investment Advisor @
Peter Papadakis Education
- Institut de planification financière
Financial planning designation diploma
2013-2013 - Canadian Securities Institute
Certificate of Financial Planning
2012-2013 - Canadian Securities Institute 1997-2010
- Concordia University
B.Comm (Economics)
1993-1996
Peter Papadakis Skills
- Business Development
- Family Offices
- Mutual Funds
- Investments
- Fixed Income
- Wealth Management
- Financial Services
- Asset Management
- Portfolio Management
- Derivatives
- Trading
- Asset Allocation
- Options
- Bonds
- Capital Markets
- Investment Advisory
- Financial Advisory
- Financial Planning
- Securities
- Investment Strategies
- Retirement Planning
- Strategic Financial Planning
- Hedge Funds
- Equity Trading
- Relationship Management
- Options Strategies
- Equities
- Investment Management
- Financial Markets
- Wealth
- Personal Financial Planning
- Wealth Management Services
- Equity Derivatives
- Investment Banking
- Structured Products
- ETFs
- Bloomberg
- FX Options
- Alternative Investments
Peter Papadakis Summary
- Peter Papadakis, based in Montreal, QC, CA, is currently a Principal Financial Planner at Kerr Financial Group. Peter Papadakis brings experience from previous roles at BMO Financial Group and TD. Peter Papadakis holds a 2013 - 2013 Financial planning designation diploma @ Institut de planification financière. With a robust skill set that includes Business Development, Family Offices, Mutual Funds, Investments, Fixed Income and more. Peter Papadakis has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Kerr Financial Group Employees
Robert Kerr
Founder and Chairman
Montreal, QC, CA
Frank Settino
Investment Counselor
Montreal, QC, CA
Franck G.
Compliance Manager
Montreal, QC, CA
Grace Lin
Controller
Montreal, QC, CA
Riley Couture
Accounting Technician
Montreal, QC, CA
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