Peter Mundy, BA, CIM, FCSI

Email:
Phone:613-592-2422 x231
Fax:613-592-0597
Licensed in:Ontario, Quebec

For over 25 years Peter has focused on developing long-term client relationships based on trust and integrity as the cornerstone of his practice. Peter earns that trust every day with his willingness to listen to his clients and value every question, his commitment to helping clients clarify and articulate their personal goals, and his ability to explain complex financial choices in ways that make sense. The result is solid financial advice backed by excellent client service.

Peter is a Certified Investment Manager (CIM). In 1997, he was awarded the highest honour and most senior credential in Canadian financial services – the Fellow of the Canadian Securities Institute (FCSI) designation – reserved for a select group of financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement. Peter graduated from Carleton University in 1988 with a BA degree in Geography and History, a background that gives him valuable perspective in understanding the many complicated issues affecting our global economy.

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Peter's team at Panorama Weath Management includes Paula Bailey, who provides client support and transaction processing expertise.

Peter and his wife Sue (who have known each other since public school) have two children, Leigh and Stephen. They enjoy their backyard and the gardens, like going camping and reading all types of books. Peter also loves to work in the kitchen, enjoying creating dishes for friends and family.