As head of OCM Advanced Planning Group, Peter's focus has been to develop a coordinated and holistic approach to wealth management, bringing the considerable resources of our team to bear for our clients.
Peter also spent eight years as a Senior Investment Advisor at HollisWealth, the private wealth management and securities division of Scotia Capital (Scotiabank). He previously held the position of investment Specialist with Sun Life Financial where he led a team that consulted and collaborated with advisors on large cases for high net worth clients.
Peter has also come to be recognized for his dedication to youth causes. He has been active in the sports community, coaching several minor hockey teams and enjoys being involved in charitable causes that help improve the lives of children.
For clients in Canada, securities are offered through Aligned Capital Partners, Inc.