Canada has thousands of investment advisors. Meet enough of them, and you’ll hear plenty of stories. Some will boast about past performance, others will promise future success. So how do you choose? Whom do you trust with your financial future?
Trust is a decision made in the present but only proven in hindsight. That is what makes it so difficult. As someone who has worked with Peter, here’s what I have seen—and what I have felt—that may help those searching for their right advisor.
Meeting Peter, you won’t hear much about him. He won’t talk about his experience unless it is useful to you. Instead, he will ask questions. He will listen. He will want to understand your story: your ambitions, your concerns, and your reasons for sitting across from him in the first place. You won’t be sold a vision of success; you will be asked what success means to you. And then, together, you’ll begin the work of building it.
As you do, you will notice Peter’s emphasis on math. His approach is shaped by his background: Actuarial Science and Economics studies at the University of Toronto, followed by the founding of The Pelegris² Wealth Management Group 33 years ago. Peter believes investing is a human business that happens to run on math. Numbers should be questioned, not just analyzed. He will emphasize that financial returns are not merely figures on a page; they represent your freedom, legacy, and honour. Over time, you’ll see how financial confidence comes from clarity, an understanding of how your financial risks are being evaluated with your goals at the centre.
Still, the most meaningful way to understand what it’s like to work with Peter is to experience it yourself. No summary, no matter how well written, can fully capture that.
One way is through ‘family.’ In wealth management, calling clients ‘family’ is common. Living up to it is rare. Well, I believe Peter does. I believe he worries about the people he advises as if they were his own family, especially in difficult times. You see it in his face when you walk into his office. You feel it in the early-morning emails he sends to his team, long before the markets open. Few teams remember the name and story of their first client’s passing like Peter’s does; even fewer can say they still feel Pam’s presence 20 years later.
See, looking back, you will realize that true trust in Peter does not come from his analytical approach or his willingness to listen. It comes from hearing three decades of stories like Pam’s and understanding how they have shaped his worldview.
Trust comes from the confidence that plans for the unforeseen are built on deeply lived experiences. It comes from the peace of mind that, because Peter cares so deeply, he will do everything he can to protect your freedom, legacy, and honour. It’s found in the conversations where you discuss what matters most. In the clarity that your wealth isn’t just being managed but carefully aligned with the life you want to live. And in the reassurance that when the unexpected happens, the plan is already in place.
Working to protect and preserve your values shapes everything Peter does. As has his experience. Placing your trust in Peter means benefiting from it—and, by working together, also eventually becoming part of it.