Investment Philosophy

Backed by one of Canada’s premier independent firms, The Peter Szeto Investment Group specializes in navigating the complex investment world by delivering tailored wealth advice and comprehensive financial solutions.

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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