KNOWLEDGEABLE, EXPERIENCED, INSIGHTFUL.
As a dedicated advisor to his esteemed clients, Peter approaches each mandate with a wealth of expert knowledge and unwavering professionalism.
As a Client Relationship Manager, Peter adeptly designs, builds, monitors, and balances client portfolios. His areas of expertise encompass portfolio management, investment research, and manager due diligence. Peter brings a client-centric approach to investment management, offering pragmatic and goal-oriented recommendations tailored to his clients’ unique goals.
With a distinguished career spanning prominent global banks and acclaimed investment counsels, Peter consistently brings a diverse wealth of knowledge and insightful commentary to the table. His unique background draws on complimentary frameworks within the investment field, including portfolio management, wealth planning, investment due diligence, securities valuation and sustainable investment strategies.
FIELDS OF EXPERTISE
- Investment Advisory
- Portfolio Management
- Wealth Planning
- Investment Due Diligence
- Sustainable Investment
- Sustainable Investment Professional Certification,
John Molson Executive Centre, 2020
- Executive Development Course, McGill Executive Institute, 2019
- Certified Financial Planner, Financial Planning Standards Council, 2016
- Chartered Financial Analyst, CFA Institute, 2011
- Certificate in Financial Management, Concordia University, 2004
PROFESSIONAL AND COMMUNITY INVOLVEMENT
- Morgan International, Course Lecturer, CFA preparation program, John Molson School of Business, 2013
- Quoted in article about Alternative Investments
Widening the choices, Investment Executive October, 2018
Running your family office
The management and oversight of a family office requires a range of different skillsets similar to the support system of any business. At Richter, we offer a range of C-Suite level services supported by a solid infrastructure to handle operation, finance and reporting of your family office.
Navigating Family Dynamics – Governance
With great wealth comes great responsibilities towards the community, family members and generations to follow. Developing clear governance systems ensures family harmony and, ultimately, intergenerational success.
Preparing Your Next Generation – Financial Literacy Program
Richter’s Financial Literacy program is a customizable way to educate family members around key areas of family wealth and business management.