John Peters, Financial Advisor
John Peters, Financial Advisor  
Location
3391 West 7th Avenue
Vancouver, B.C.
V6R 1V9
Phone
(604) 736-7810
Fax
(604) 736-7812
Email
johnpeters@telus.net
 


My Latest Newsletter
 
What others are saying about John Peters:

"Following my departure from my previous employer of 13 years, John Peters provided me with excellent advice concerning the transfer of my pension proceeds into a mutual fund-based, self-directed RSP. Under John's direction my portfolio has performed exceptionally well since its inception two years ago." -W.A. Scott Macfarlane

 
"John Peters has been our financial advisor for the past 4 years. He has taken the time to get to know us personally and to determine what our investment priorities are. He has helped us to diversify our portfolio, and his financial advice has been very sound." -Harry and Heather Wilson

 

 

 

 

 


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John Peters, Financial Advisor Financial Advisor

Emphasizing Personal Service

John Peters, Financial Advisor

What is your financial advisor doing for you?

I work flexible hours and am available to come to you to develop a customized plan to meet your financial goals.

 

 



Did you know that a good advisor will:

  • Listen to your priorities and concerns
  • Provide a written assessment of your current financial situation with no obligation
  • Assist in developing a plan to reach your goals
  • Only consider your best interests when making a recommendation
  • Make planning and investing understandable
  • Provide topical financial information on a regular basis
  • Answer phone calls on evenings and weekends
  • Make convenient meeting arrangements; time and place
  • Upgrade his qualifications every year

By using my services you can:

  • Keep your investment plan on track
  • Reduce taxes and increase tax-free income
  • Reduce stress associated with money
  • Protect your business, your home, your family and even your marriage, ie. reduce risk
  • Ensure a comfortable retirement

"When I moved to BC five years ago, I knew that I had several RRSPs in Ontario but didn't have the slightest idea as to their total value. When I met John Peters, he gathered them all under one umbrella thus adding greatly to their value. As a result of John's guidance, I now know that when I turn 65, I can rely on a guaranteed monthly income to boost my pension." -Beryl Bass

  • Preserve your estate for the next generation

Areas of Expertise

  • Income replacement in the event of a disability
  • Life insurance
  • Group benefits consulting
  • Business succession planning for private corporations
  • Investment portfolio development
  • Retirement and estate planning

My Qualifications

  • CFA 1994 Chartered Financial Analyst
  • CLU 1997 Chartered Life Underwriter
  • CHFC, Chartered Financial Consultant, 2001.

As the financial world becomes more complex, the need for experienced and knowledgeable advisors is essential.

For my latest newsletter or to book an appointment e-mail: johnpeters@telus.net