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Carlos Peguero


525 - 8th Avenue SW
Unit 1100
Calgary, AB T2P 1G1


    English, Spanish

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.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.