The Peters Investment Group manages over $250 million, advising clients who range from individual investors to corporate and institutional accounts. We provide comprehensive, personalized investment and financial planning and we are dedicated to helping our clients achieve their financial goals.
Our team is led by James Peters who has been in the investment industry with BMO Nesbitt Burns for more than 20 years. With this depth of experience, we have successfully advised clients through the most challenging of markets and offer them the flexibility of having their accounts managed on either an advisory or discretionary basis.
We are committed to the highest level of client service and it is our belief that each client has a unique circumstance that dictates the style and structure of their investment portfolios. Our goal is to safeguard our clients’ capital and achieve superior long-term returns on their investments. With a clear understanding of your objectives and goals combined with our many years of experience and the wide array of resources that BMO Nesbitt Burns has to offer, we help our clients reach their goals.
About BMO Nesbitt Burns:
As one of Canada's leading full-service investment firms, BMO Nesbitt Burns serves the investment needs of individual, corporate, government and institutional clients. We are pleased to announce that the BMO Nesbitt Burns Research Department was ranked Canada's Top-Overall Research Team in the 2007 Brendan Wood International Survey. An investment consulting firm, Brendan Wood International annually surveys Canadian institutional investors (pension fund and mutual fund managers) on the performance of research departments.