Business is in Peter’s DNA: He learned the real value of a dollar growing up in his family’s business, which grew from humble beginnings to support more than 60 families for over three decades. Using his experience and knowledge of family business dynamics and their unique challenges, Peter founded Private Financial Group.
Chris has been working in the Financial Industry since 1993. As a licensed Portfolio Manage he has been providing discretionary Portfolio Management direct to clients since 2012. Pulling from his education in Sports Psychology, Chris understands its how people behave that impacts their success with investments and he constructs portfolios that help minimize the downside which is where the behaviour can be the most destructive. Using tools that are commonly found in larger institutional portfolios like Pension Plans, Chris manages the volatility of a clients portfolio and decreases the risks of their capital eroding during a downside experience .
Parker joins Private Financial Group with several years of experience in the financial services industry. Being the son of small business owners, an understanding of financial literacy and the importance of planning were taught at a young age. Parker strives to help clients find empowerment from their structured plans, and the opportunity to accomplish what is important to their families.
Kim spent more than 25 years building her industry knowledge by working with one of Canada’s largest banks, growing her passion for helping people structure and organize their finances to achieve their goals. Kim’s objective is to ensure each and every client receives superior service, and her background ensures she is well-qualified to assist in this endeavour.
With more than 25 years of experience in client and financial services and entrepreneurial leadership, Rachel brings valuable experience and unique skills to the team, helping craft and implement winning marketing strategies while upholding exceptional service standards. Her drive, coupled with her passion for fostering strong client relationships through open and interactive communication, cultivates an environment that is both warm and inviting for clients as they engage with our firm.