Peter Tsakiris
President & CEO - Financial Planner @Whitemont
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WORK HISTORY
President & CEO - Financial Planner @Whitemont
EDUCATION
UQAM
MBA, Finance
Université Laval
Minor, Financial Planning
Université Laval
B.Sc., Actuarial Science
ABOUT PETER TSAKIRIS
Peter is an Actuary, MBA holding the titles of Chartered Administrator, Financial Planner, Financial Security Advisor, Advisor in Group Insurance & Annuity Plans, Portfolio Manager, Investment Advisor and Certified Mortgage Broker. Licenced in wealth management in the provinces of Quebec, Ontario, Alberta, British Columbia and New Brunswick.More than 24 years of leadership expertise in the financial sector running a multidisciplinary team composed of thirty experienced professionals specialized in financial planning. For the last 8 years, Genium 360 (former Réseau des Ingénieurs du Québec) chose Peter and his team to provide financial planing advice to their members.Mr. Tsakiris\' greatest passion is to create, reinvent and revolutionize the principles and usual practices of financial planning.Specialties: Dynamic Financial Planning advice based on fundamental values of integrity, excellence and exceptional service.Wealth management in the three stages of lifecycle: accumulation, conservation, and transfer. Risk management, tax saving strategies, charitable giving, business succession planning.Credit risk management on residential and commercial properties, advice on interest rates trends, debt consolidation, impaired credit, home equity solutions & spouse equity buyouts.
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