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Helping our clients
lead extraordinary lives

Welcome to The Peter Szeto Investment Group

Investment Philosophy

Meet Our Team

Complexity Simplified

At Peter Szeto Investment Group, we are conservative long-term investors who have considerable experience and patience in navigating global markets. We believe in managing risk by applying the theories from asset allocation. We use “best of breed” and low fee mandates, regardless of company affiliation. We also recognize the need for utilizing tax-efficient strategies and investments as these are essential to wealth creation.

We are, by nature, curious and embrace new and innovative companies and modern approaches merged with traditional blue-chip investments that have stood the test of time. The portfolios are constructed and influenced by us but determined by “YOU”. We listen to and incorporate your ideas in a strategic manner as communication is paramount in any successful relationship.

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Wealth Considerations

Our clients benefit from completely objective advice using our integrated net worth model with open access to the tools necessary to build the best possible outcomes. The financial world is rapidly changing around us; we are here to guide, create stability, and be dynamic for our clients so they can focus on what matters most to them.

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Retirement Planning

Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.

Tax Management

Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.

Education Funding

Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.

Banking and Credit Management

Effective banking & credit management helps to organize your day-to-day financial needs in a way that may save you time and money.

Protecting Your Assets

Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.

Passing on Your Wealth

An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.

Business Succession Planning

Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.

Charitable Giving

A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.

Supported by our Custodian NBIN

With over 25 years of continuous service and a team of more than 200 professionals, National Bank Independent Network is Canada’s leading provider of custody, trade execution and brokerage solutions to independent Portfolio Managers and Investment Dealers.

NBIN is custodian for over $200 Billion is assets, over 385 Independent Firms, representing over 900,000 investors.