Peter Mundy

Financial Advisor

Contact: 613-592-2422 ext. 231

Email: peter@panoramawealth.ca

Peter has over 35 years of experience in the industry that has given him a rare skill which is the ability to explain financial choices in a way that makes sense. Peter’s job is to increase your net worth, it is the way he does it that is invaluable.

In 1997, Peter was made a Fellow of the Canadian Securities Institute. It’s the highest honour and most senior credential in Canadian Financial Services. It’s reserved for a select group of financial services professionals that meet the highest standards for; Advanced education, ethical conduct, industry experience, and peer endorsement.

Credentials:

·         Chartered Investment Manager

·         Fellow of the Canadian Securities Institute

·         BA (Geography & History), Carleton University

You never know where you’ll find a geography graduate. But chances are they can draw you a map wherever you want to go – even a financial map. Peter’s journey to being a financial advisor wasn’t a straight line. It even included a stint working on a water buffalo farm in Costa Rica.  

Peter listens and values every question. He helps his clients articulate their goals and aspirations as he translates those into investments that will make them reachable.

Peter & his wife Sue (who have known each other since grade school) have two children, Leigh & Stephen, and one beautiful granddaughter Scarlett. They love spending time in their backyard, garden, enjoy camping, golf and reading.