As a part of the Investment Operations department, Peter is responsible for the technical and operational tasks for Altium Wealth Architecture. He oversees and monitors electronic confirmations, portfolio modelling, reconciling client accounts, examining performance, and creating monthly reports for the firm and its clients.
Solution-oriented with an exceptional attention to detail, Peter enjoys working with numbers and completing multiple tasks with efficiency. His previous experience includes over 25 years of experience as a Portfolio Administrator in the financial industry, including several years at Patrimonica. He holds a degree in Business Administration in Finance from Vanier College.