Peter Takeda, BA (Econ), CFP, CIM
Portfolio Manager & Senior Investment Advisor
With more than 30 years of investment industry experience, Peter Takeda provides affluent clients with in-depth financial knowledge and full-spectrum wealth solutions. Peter specializes in advising business owners with complex needs during all stages of their lives, from starting up and financing the company to mitigating tax, cash flow and risk, through to preparing for its sale or transfer. Peter will consider your entire financial picture to help you and your family to plan thoughtfully for the future.
Peter began his career in 1992 as an Investment Representative and an options trading specialist with TD Greenline, which is now TD Waterhouse. He joined BMO Nesbitt Burns as an Investment Advisor and Financial Planner in 1997. Licensed to help clients in Ontario, Alberta, Quebec and Nova Scotia, Peter created The Takeda Group in 2013.
Peter earned his Bachelor of Arts in Economics from the University of Guelph and holds the Chartered Investment Manager (CIM®) and CERTIFIED FINANCIAL PLANNER® designations. He is also qualified as a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.
Peter resides in Markham and has three children – Rebecca, Vanessa and Jake. For several years, Peter and his kids have volunteered together in downtown Toronto delivering Meals on Wheels for Dixon Hall, a not-for-profit that provides neighbourhood services. As a former triathlete who has participated in multiple Ironman events, Peter still runs and rides to keep fit. He enjoys spending time with family at every opportunity.
Al Ferrer, CIM
Al Ferrer has been with BMO Financial Group since 1997. He started with BMO Bank of Montreal as a Senior Personal Banker and Investment Lending Specialist and then joined BMO Nesbitt Burns in 2008.
Al is responsible for our team’s investment research and oversees day-to-day management of our investment portfolios. He achieved the Chartered Investment Manager (CIM®) designation in 2012, became an Associate Portfolio Manager in 2016 and then a Portfolio Manager in 2018. His previous experience as a mortgage underwriter and lending specialist also helps to make the private banking experience seamless for our clients.
Al is a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.
A resident of Scarborough and an active member of his community, Al has participated in charitable fundraising events for Kids Help Phone, The Canadian Cancer Society and The Heart and Stroke Foundation's Ride for Heart. In his spare time, Al enjoys artistic photography, cycling and cheering on his beloved Toronto Raptors and Blue Jays.
A very personable individual who loves interacting with clients and co-workers alike, Sharon Caunan-Huynh joined BMO Nesbitt Burns in 2005 and became part of our team in 2007. She is always happy to respond to clients’ needs, queries and questions and is extremely client focused. Sharon’s easy-going nature makes people feel comfortable. Quite simply, our clients love her!
Sharon manages our administrative hub, keeps everyone organized, and provides outstanding service to the clients of The Takeda Group. She is the individual to go to for help with account administration, wire transfers, scheduling a meeting or any other request. Sharon has completed the Canadian Securities course, and the Conduct and Practices Handbook course with the Canadian Securities Institute. Currently, she is working on the Wealth Management Essentials course.
During her time off, Sharon enjoys travelling with her husband, John, and other family members. She loves gardening, photography, attending musical theatre, supporting charities though 10K fundraising walks, and spending as much time as possible with her nieces and nephew. Sharon is an extremely well-rounded individual with a variety of interests, talents and skills – our team is extremely lucky to have her with us!
Administrative Assistant (not-licensed)
Joining The Takeda Group in 2022, Braeden is a recent graduate from The University of Guelph’s Lang School of Business and Economics. He holds a Bachelor of Commerce degree, in addition to majoring in Marketing Management. Throughout his time at university, Braeden had the opportunity to Intern with BMO for both Investorline and the Corporate Sponsorship Division.
Braeden will be responsible for tending to our client’s needs, as well as supporting Sharon with daily administrative tasks. During his time off, he enjoys spending his summers at his family’s cottage and spending time on the lake. Braeden has a passion for boating, waterskiing, and wake surfing, in addition to spending the winters downhill skiing
Braeden’s work ethic, drive and passion for the business serves him well as our newest addition to The Takeda Group!