Carlos Peguero

My Background

Carlos Peguero is a dedicated investment professional, strategic thinker and a trusted advisor with 18 years of experience advising affluent families. With a strategic, discipline and caring approach, in his practice he focuses on Financial Planning and their disciplines and is known for his high level of integrity. Carlos joined BMO Private Wealth/BMO Nesbitt Burns in 2022 after working at another Financial Institution as a Financial Planner and Relationship Manager. Carlos holds the Certified Financial Planner (CFP®) designation; a Bachelor in Business Administration and Master’s in Strategic Management from Pontific University Catholic Mother and Master in Dominican Republic. He has a strong technical background, understanding of the needs of affluent investors and it is passionate for helping people achieve their goals. He is also fluent in Spanish. In his personal time, Carlos personal priorities are his family spending time with his wife Elba and their children Ethan and Camilla. He likes to spend time outdoors mountain biking with his son and playing baseball. He enjoys watching Formula 1 and passionate about cars.