Peter Finnegan

Address

67 Brock Street
Kingston, ON K7L1R8

Languages

English

My Background

With over 25 years in the financial services industry, my overriding goal has remained the same: to help individuals work towards their financial goals. I believe my ability to explain difficult concepts in understandable terms has enabled me to build a practice from the referrals of satisfied clients. I hold the Portfolio Manager designation which allows me to manage investments for clients on their behalf.

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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.

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