Peter Specialist Email
Financial Planning Consultant @ CIBC
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Peter Specialist Location
- Burnaby, BC, CA
Peter Specialist Work
- 1995 -now Financial Planning Consultant @
- 1995 -now Financial Planning Consultant @ CIBC Wealth Strategies Group
Peter Specialist Education
- McGill University
Bachelor’s Degree (Political Science and Government and Economics)
1984-1986 - McGill University
Peter Specialist Skills
- Wealth Management
- Estate Planning
- Financial Planning
- Banking
- Investments
- Leadership
- Microsoft Office
- Project Management
- Planning
- Change Management
- Enterprise Business
- Continuity Management
- Retirement Planning
- Asset Allocation
- Investment Strategies
- Mutual Funds
- Portfolio Management
- Private Banking
- Asset Management
- Fixed Income
- Equities
- Securities
- Strategic Financial Planning
- Trusts
- Financial Advisory
- Financial Planners
- Investment Advisory
- Wealth Management Services
- Investment Management
- Alternative Investments
- Retirement
- Financial Services
- Bonds
- Certified Financial Planner
- Personal Finance
- High Net Worth Individuals
- Pensions
- ETFs
- Options
- Personal Financial Planning
- Relationship Management
- Mortgage Lending
- Funding
- Wealth
- Credit
Peter Specialist Summary
- Peter Specialist, based in Burnaby, BC, CA, is currently a Financial Planning Consultant at CIBC Private Wealth Management. Peter Specialist brings experience from previous roles at CIBC Wealth Strategies Group. Peter Specialist holds a 1984 - 1986 Bachelor’s Degree in Political Science and Government and Economics @ McGill University. With a robust skill set that includes Wealth Management, Estate Planning, Financial Planning, Banking, Investments and more. Peter Specialist has 3 emails on RocketReach.
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Others Named Peter Specialist
Peter Specialist
Financial Planning Consultant
Burnaby, BC, CA
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