Peter has helped us clarify our goals and by doing that our entire financial plan has come into sharper focus. He is easy to talk to, very responsive to emails, has a flexible schedule for calls and is able to advise specific to our case and give us general market and world advice. We have used him for years and I highly recommend him to all.
June 2024
Peter is awesome, and I have recommended him to my family and friends. His recommendations are sound, and have helped me save better. I have been impressed with what he has done with my portfolio. And he's a nice person :)
May 2024
Peter is awesome, and I have recommended him to my family and friends. His recommendations are sound, and have helped me save better. I have been impressed with what he has done with my portfolio. And he's a nice person :)
Peter has helped us clarify our goals and by doing that our entire financial plan has come into sharper focus. He is easy to talk to, very responsive to emails, has a flexible schedule for calls and is able to advise specific to our case and give us general market and world advice. We have used him for years and I highly recommend him to all.
Peter is awesome, and I have recommended him to my family and friends. His recommendations are sound, and have helped me save better. I have been impressed with what he has done with my portfolio. And he's a nice person :)
Peter is awesome, and I have recommended him to my family and friends. His recommendations are sound, and have helped me save better. I have been impressed with what he has done with my portfolio. And he's a nice person :)