Peter has over 30 years’ experience in assisting high net worth clients and institutions on PEI and across Canada build and manage investment plans customized to their specific goals and objectives. His proven conservative approach to investing and growing wealth is focused on identifying each client’s long term needs then determining the correct mix of safety, growth and income. His team is in regular communication with clients to update them on their progress and also provides a comprehensive Annual Review which monitors their progress over the years. The team understands that high net worth clients require comprehensive strategic plans that includes investment, tax estate and goal planning advise. Peter is one of the original 60 Partners at Richardson Wealth helping to establish the firm as a coast to coast operation with the opening of the first Atlantic Canadian office in Charlottetown in 2007.
Peter earned his Bachelor of Business Administration from the University of Prince Edward Island and achieved honors designation from the Canadian Securities Institute. Peter is involved in the local community through his volunteer work with various boards, foundations and fundraising initiatives. Peter and his wife Karen live in Charlottetown and enjoy spending time with their family.