Peter is the Chief Executive Officer, Chief Compliance Officer (CCO), Ultimate Designated Person (UDP), and Portfolio Manager (Advising Representative) of Hoovest Financial Inc.
Peter has more than 10 years of advisory and financial services experience globally. He has been managing investment assets and advising high net worth clients as a registered advisor in Canada since 2013, establishing his own branch as an advisor with Manulife Securities in partnership with insurance advisors.
Prior to his entry into the investment industry, Peter was an investment banker with J.P. Morgan in London, U.K. and CITIC Securities in Hong Kong where he specialized in mergers and acquisitions, private placements, spin-off IPOs, rights issues, and other corporate finance activities, particularly for companies in the real estate, technology, and financial institutions sectors.
Peter holds a bachelor’s degree in Finance from UBC and a master’s degree in Management and Regulation of Risk from the London School of Economics. Additionally, Peter is a CFA charterholder.