Address

BMO Nesbitt Burns
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
Map

Contact Us

Your Team


 

Ian Peebles, CIM, PM, AIS, RR, LLQP
Senior Wealth Advisor, Portfolio Manager

Tel 416-359-5493
Fax: 416-359-5018

Email: ian.peebles@nbpcd.com
Connect with me on LinkedIn

What can I expect in working together?
I focus on unlocking greater choice, meaning and confidence for families throughout their lives. Together with Gab, we lead a powerful Family Office for clients with complete accountability for all things financial. We have worked together in partnership for well over a decade and have 20+ years ahead of us.
 
What are your qualifications?
I am both a Chartered Investment Manager (CIM) and Portfolio Manager (PM) who has served highly successful families since 2008. In addition to my Canadian credentials, I am licenced with the U.S. Securities & Exchange Commission (SEC) allowing for a seamless client experience for both U.S. accounts & residents. I graduated with a Finance degree from Western University and continue the strong family legacy going back to 1994 – being a Family Advisor is who I am. Clients tell me they value my grit, curiosity and professionalism.
 
Tell us about yourself.
In my free time, I channel my energy by playing in hockey, tennis and scuba diving. I am actively involved with Jack.org – a charity focused on improving the mental health resources available to youth. I live in Bloor West Village with my wife and two young daughters.   
 

Gabriel Martin, CFA, PM, RR
Senior Wealth Advisor, Portfolio Manager

Tel: 416-359-5484
Fax: 416-359-5018

Email: gabriel.martin@nbpcd.com
Connect with me on LinkedIn 

What gets you out of bed in the morning?
My daughters, wife and our sunrise alarm clock! Truthfully I fly out of bed in the morning to make our clients lives more successful.  The responsibility and accountability that comes from being part of that outcome is both humbling and gratifying.
 
Aren’t all Investment People the same?
Not a chance! Ian and I are not employees – we are business owners.  Our work is incredibly human. We further the best interests of the families we work with - It’s us against the world! We are so fortunate to work with such great people:  Relationships spanning decades and generations. Service, accountability, longevity - that is what we bring as trusted advisors.
 
Tell us about yourself.
I hail from McGill University with a degree in Mathematics. I’m a Portfolio Manager and Wealth Advisor with international licensing (including the U.S.) who obtained my Chartered Financial Analysts (CFA) designation 12 years ago. Love my family, friends and community here in Toronto and around the world. I am an avid traveller who enjoys sharing stories of awesome things to see and do. I walk to work – the best way to start & end each day.
 

Kaitlyn Vallée, CSC, CPH
Investment Representative

Tel: 416-359-5555
Fax: 416-359-5018

Email: kaitlyn.vallee@nbpcd.com
 

I graduated from Ryerson University in 2014 with a BA in Arts & Contemporary Studies.  I began my career in the finance industry over five years ago and have been with Peebles Martin Wealth Management since 2017.  After joining the team, I quickly passed both the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH).
 
Families that I work with have shared that they appreciate my efficiency, promptness and good nature.  I am a clear and proactive communicator and champion all operational and behind-the-scenes activities.
 
In my spare time, I am a vivacious reader.  I particularly enjoy adventure and fantasy books. I also enjoy baking and craft projects.
 
Raised in Midland, Ontario I now live in mid-town Toronto with my Fiancé.