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Peter McKinnon

Investment Advisor

Tel: 705-326-0891
Toll Free: 877-296-6956

Peter McKinnon
Krista Hann

Address
6 West St. North
4th Floor
Orillia, ON
L3V 5B8
Map

Contact Me

Education:
BA, McMaster University, Hamilton
Financial Management Advisor, Canadian Securities Institute

Specialties:
Mutual Funds
Retirement Planning
Guaranteed Products
Managed Money
Background

I began my career in the Financial Services industry in 1988. Initially working in the investment banking industry, I held various positions in currency trading, mutual fund management, and financial services. Since 2001 I have been managing individual investor portfolios, specifically as an Investment Advisor with BMO Nesbitt Burns since 2006. These roles have given me a unique perspective on not only the markets in general, but also on the many challenges facing investors today.

My Core Investment Philosphies
  • Keep it simple

  • Invest tax-efficiently

  • Understand my client's goals

  • Build solid long-lasting relationships through trust

  • Adhere to a strong code of ethics

  • Make investing easy to understand

  • Minimize risk

  • Protect your wealth and estate