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Peter Gordon

Address

1 First Canadian Place
38th Floor
Toronto, ON M5X 1H3

Languages

    English

My Background

As a Fellow of the Canadian Securities Institute, Chartered Investment Manager, CERTIFIED FINANCIAL PLANNER® professional,and Chartered Professional Accountant, consider me your "Personal CFO". You make the decisions, but I am there to provide you with options and advice. My process begins with analysing your current situation, identifying your financial and life goals, and developing a comprehensive plan to achieve them. Over time, I work with you to implement customized strategies to take care of your investment, income and asset protection, will and estate planning, banking, and borrowing needs. To do this, I draw on a wealth of experience and extensive resources, including the guidance of other professionals, both inside and outside of BMO Nesbitt Burns. This includes our unparalleled research which has been top ranked (#1 or 2) for the past 30 years by Brendan Wood International. This means the development of your plan and financial strategy will be supported by rich industry expertise and the latest findings of some the best planning minds in the country. All this translates to sound and tailored advice to help you build your future.

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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.