Peter Szeto CPA, CMA, MBA
Senior Investment Advisor
Peter heads up The Peter Szeto Investment Group, an investment boutique that provides investment management, and retirement and estate planning to a select group of high-net-worth private clients and their families.
Peter leverages his unique investment background, as the former Head of Global Institutional Trading for Canada’s leader in value investing, in charge of executions of over CAD $18 Billion, to provide you with customized and “out of the box” solutions. Peter’s education, as a Professional Accountant and MBA from Queen’s University, blends well with his natural curiosity, to find answers to the “why this?” of the investment world. Peter puts you at the forefront of every conversation and strives to communicate in a manner that you will best understand.
Peter has been the recipient of his former firm’s President’s Council Award (2013-2021) which is awarded annually to the firm’s most exceptional Investment Advisors.
Peter and his team pride themselves on providing the ultimate client experience with exceptional investment expertise, frequent conversations and updates. The team shares their candid thoughts through their weekly investment blog, The Szeto Report, now in its 6th year.