Business is in Peter’s DNA: He learned the real value of a dollar growing up in his family’s business, which grew from humble beginnings to support more than 60 families for over three decades. Using his experience and knowledge of family business dynamics and their unique challenges, Peter founded Private Financial Group.
Chris has been working in the Financial Industry since 1993. As a licensed Portfolio Manage he has been providing discretionary Portfolio Management direct to clients since 2012. Pulling from his education in Sports Psychology, Chris understands its how people behave that impacts their success with investments and he constructs portfolios that help minimize the downside which is where the behaviour can be the most destructive. Using tools that are commonly found in larger institutional portfolios like Pension Plans, Chris manages the volatility of a clients portfolio and decreases the risks of their capital eroding during a downside experience .
Parker joins Private Financial Group with several years of experience in the financial services industry. Being the son of small business owners, an understanding of financial literacy and the importance of planning were taught at a young age. Parker strives to help clients find empowerment from their structured plans, and the opportunity to accomplish what is important to their families.
With more than 25 years of experience in client and financial services and entrepreneurial leadership, Rachel brings valuable experience and unique skills to the team, helping craft and implement winning marketing strategies while upholding exceptional service standards. Her drive, coupled with her passion for fostering strong client relationships through open and interactive communication, cultivates an environment that is both warm and inviting for clients as they engage with our firm.
After watching Private Financial Group grow from a young age, Aleks has always had a deep respect and understanding of his families' business. Now in his role as Financial Planning Associate, he is able to have an impact on it by providing the final PFG stamp of approval on clients’ retirement goals and financial plans. He is also in the process of obtaining his FEA, furthering pursuing his passion and knowledge of family business.
With over 20 years in the wealth management industry, Sue brings extensive experience and knowledge in working with families, corporations, and pension plan companies. As Director of Operations, Sue leverages her international leadership background and commitment to exceptional client service to ensure clients receive excellent financial guidance and support.
