Peter Neugebauer

Financial Advisor

Peter has worked in the financial industry since 1999.  Over the course of his career he has worked in a variety of roles from underwriting commercial mortgages, to loans officer and financial advisor. Peter is very community minded and he brings a wealth of volunteer and committee experience to his role. 

Why Genea Wealth?

At Genea Wealth, I finally found a place that algin’s with my own values.  They genuinely embrace their clients as an extension of their family.  It's not just me saying that this is what they do. I regularly hear it from many of their long-term clients that this is how they feel—Being part of a family.

I feel very privileged to be partnering with Genea Wealth.  My home away from home.

Expertise

Peter provides advice to working professionals and accomplished retirees.

Background

Personal Financial Planning Designation (PFP)

Licensed Mutual Fund Dealer’s Association (MFDA) and the Insurance Council of British Columbia to offer mutual funds, life insurance, exchange-traded funds (ETFs) and Liquid Alternative Investments.

Graduate Certificate in Finance and Financial Management Services from Seneca College, Toronto, ON.

Diploma in Business Management from George Brown College, Toronto, ON

Diploma in Business Marketing from George Brown College, Toronto, ON

Worth Noting

Peter enjoys an active outdoor lifestyle of hiking, golfing, and camping. But now that Peter and his wife recently purchased a home, which before seemed to be only a dream, you will find him spending lots of his free time in his backyard garden.