Peter Orser, CFP
Peter graduated from the University of Ottawa with a Bachelor of Commerce in 1992. Prior to becoming an Advisor, he worked in various roles in the Financial Services sector in both Ontario and the Atlantic Provinces. In 2002, Peter became a Wealth Advisor and Branch Manager for Assante Financial Management Ltd. and maintains clients in various provinces including Nova Scotia, New Brunswick and Ontario. Peter is a Certified Financial Planner professional and is a licensed Insurance Advisor. Peter has lived in Halifax since 1999, is married to his wife Teresa and has two daughters in High School and University. In his spare time, he volunteers his financial and leadership experience with various clubs and committees, he has run a few marathons and continues to be active in running, hockey and golf.
As an advisor focusing on financial, tax, estate and insurance strategies for over 18 years, Peter works closely with families, business owners and professionals, providing ongoing advice that is specific to their personal or business needs and desired outcomes.
Peter collaborates with his client's other professionals (accountants, lawyers) or can use the professional services and resources available through Assante Wealth Management and his network of contacts.
The Case for Equities
Sep 29, 2021
Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....Read more
Borrowing to invest
Sep 09, 2021
Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....Read more
Lesser-known ways to profit and save
Sep 09, 2021
Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....Read more
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