Head of Institutional Trading and Settlements @ Mackenzie Cundill
BC Branch Manager and Securities Specialist @ Investors Group
Peter Szeto's Education
Chartered Professional Accountant
CPA (Accounting)
Queen's University
MBA (Finance)
The University of British Columbia
Bachelor of Arts - BA (Double Major) (History & Political Science)
Prince of Wales Secondary School
Peter Szeto's Skills
Wealth Management
Estate Planning
Portfolio Management
Securities
Investment Strategies
Investments
Asset Management
Finance
Retirement
Investment Advisory
Peter Szeto's Summary
Peter Szeto, based in Vancouver, BC, CA, is currently a Investment Advisor at Harbourfront Wealth Management, bringing experience from previous roles at BMO Nesbitt Burns, Mackenzie Cundill and Investors Group Financial Services Inc.. Peter Szeto holds a CPA in Accounting @ Chartered Professional Accountant. With a robust skill set that includes Wealth Management, Estate Planning, Portfolio Management, Securities, Investment Strategies and more, Peter Szeto contributes valuable insights to the industry. Peter Szeto has 3 emails and 1 mobile phone number on RocketReach.