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Contact Us

Peter Takeda, CFP, CIM
Al Ferrer, CIM, FCSI
Sharon Caunan

Tel: 416-296-7113
Toll Free: 1 800-924-0558
Fax: 416-515-1586

Address
2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5
Map

Meet Our Team

Peter Takeda, CFP®, CIM

Vice-President, Portfolio Manager & Financial Planner

Tel: (416) 296-7113
Fax: (416) 296-0074
Toll Free: 1-800-769-5560

Email Peter

Connect with me on LinkedIn
 

Peter Takeda began his career in 1992 with a large financial institution as an Investment Representative & Option's Specialist and joined BMO Nesbitt Burns as an Investment Advisor in 1997.
 

Peter earned his Chartered Investment Manager (CIM) in 2013 and became a Portfolio Manager in 2016. He earned his Bachelor of Arts (Economics) from the University of Guelph in 1992 and became a CERTIFIED FINANCIAL PLANNER® in 2003.  Peter is a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.
 

When he's not in the office, Peter loves to stay active by training for triathlons as well as spending time with his young family.

Al Ferrer, FCSI, CIM

Portfolio Manager

Tel: (416) 296-7113
Fax: (416) 296-0074
Toll Free: 1-800-769-5560

Email Al

Connect with me on LinkedIn
 

Al Ferrer has been with BMO Financial Group since 1998. Along the way, he has honoured the commitment to professional development by achieving the Chartered Investment Manager (CIM) designation and is a Fellow of The Canadian Securities Institute (FCSI).

As a Portfolio Manager, he is responsible for managing the day-to-day activities of our clients' accounts, ensuring they run smoothly and efficiently. He plays a key role in helping our team to maintain its high standards of professional service. 

Al is an active member of the community, having raised money and participated in events for Kids Help Phone, The Canadian Cancer Society and The Heart and Stroke Foundation's Ride for Heart.

Sharon Caunan

Sharon Caunan

Investment Representative

Tel: (416) 296-0786
Fax: (416) 296-0074
Toll Free: 1-800-769-5560

Email Sharon
 

As an Investment Representative and Administrative Assistant, Sharon provides high quality administrative and organizational services to clients of The Takeda Investment Group.
 

Sharon is the person to contact when you have any questions about your statements, need assistance with issuing cheques or wire transfers, or simply need a stock quote.