Honors Bachelor of Commerce, Laurentian University
Advanced Graduate Diploma in Management, Athabasca University
Masters of Business Administration, Athabasca University
Wealth Management & Retirement Planning
Peter firmly believes that every client deserves a written investment or retirement plan. He works closely with clients in order to develop Investment Policy Statements that will define the overall objectives of the portfolio in order to ensure the long-term goals of clients are achieved while limiting risk.
Peter also believes that a diversified portfolio is the approach for most investors, whether the objective is growth, capital preservation or regular income.
Personal contact is at the core of all of Peter's client relationships. Regularly scheduled portfolio reviews are the basis of many of these relationships. Looking at changes in goals, objectives, risk tolerances and personal circumstances are a few of the items considered during these regular reviews.
Products and Services
Peter offers a full range of products including investment and retirement planning.
Fee Based Products
Should the client prefer, Peter also offers a fee-based approach using proprietary products: Advance, Quadrant and Blueprint. These managed products give individual clients access to managers otherwise available only to institutional investors.
To learn more about these superior managed products offered by Peter Fedeli and BMO Nesbitt Burns please click on the attached icons.