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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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.
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.