Our Team

Peter has more than 30 years of experience in the financial services industry as a Corporate Banker, an Investment Analyst, and a Portfolio Manager. His unique work experience with corporations, business owners, private and institutional investors brings a broad, knowledgeable and informed approach to customizing even the most complex financial plans for investors. He holds a Bachelor of Commerce Degree from the University of British Columbia with a major in Finance. Peter is also an Insurance Advisor and provides investment and financial planning services.

Andrew brings over 25 years of experience in the brokerage industry. He has honored his commitment to professional development by achieving his Chartered Investment Manager designation. His previous work experience includes being a Registered Representative with Options, Senior Business Development / Sales Manager for Western Canada for a full-service investment firm, Assistant Branch Manager for a national brokerage firm and has been with BMO Nesbitt Burns for the past ten years as an Associate Investment Advisor.
 

Eleanor is originally from Montreal but has called White Rock home since 1997. She graduated from Acadia University in Nova Scotia with her BA and BEd and has been employed in the financial industry since her move to White Rock.
In her spare time, Eleanor enjoys long walks around the neighborhood and is an avid supporter of the Vancouver Canucks. Eleanor is happy to help you with any questions you may have. Please stop and say hello the next time you’re in the office.