Peter MacPhie
Investment Advisor @CIBC Wood Gundy
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WORK HISTORY
Investment Advisor @CIBC Wood Gundy
Edmonton, AB, CA
Peter works with clients ofThe Wooding Group and facilitate the ongoing growth of the business. He works with clients by helping them in the following ways:• Vision: Many people struggle creating a vision for their future. What really matters? What does the future look like? The vision of the future becomes the framework used to articulate what is most important to people about wealth.• Am I on track? Often the most frequent question heard and likely the most important, but not always the easiest to answer. Financial Planning is critical for a wealth plan and a tool used to make sensible decisions. What separates the Wooding Group is tracking the ongoing value of a portfolio against that plan, giving clients the feedback which creates confidence goals are being met.• Portfolio Construction: Tie these together to build a portfolio with a purpose to meet the vision and plan, meanwhile ensuring financial peace of mind. Time-proven strategies such as asset allocation, rebalancing and proprietary manager selection are used to build a portfolio for capital preservation, income or growth depending on lifestyle needs.http://thewoodinggroup.com/peter-macphie-joins-the-wooding-group/
EDUCATION
Bishop's University
Bachelor of Business Administration (BBA)
University of Alberta
MBA
SKILLS
ABOUT PETER MACPHIE
Pete is a keen advocate of helping people understand their goals and objectives; and creating the achievement plan with technology rich tools and strategies. Pete core belief is that always acting in the best interest of clients will build a relationship of lifelong trust.Pete began his career in finance in spending much of his time as a Regional Director at Russell Investments Canada. There, he built his foundation in investment expertise by working for a globally recognized leader in investment consulting and manager research. Russell consults on some of the largest Pensions and Institutions in the world including Boeing, Coca-Cola and the Bill & Melinda Gates Foundation.In 2011, Pete took on the challenge of an Executive MBA from the University of Alberta. Balancing the demands of school, work and a family was challenging for all, but the rewards of that endeavor are lasting. In his spare time, Pete is dedicated to spending time with his family, coaching basketball or splitting time between golf and mountain biking. He is partnered with his wife Lindsay and they have 3 children: Jack, Heath & Harlow. The family enjoys outdoor activities and weekends in Canmore.cibc.com/pwm-socialmediadisclaimers
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