Peter Kollias

Peter Kollias

CFP, CIM®, DMS, MBA

Senior Wealth Advisor, Portfolio Manager, Wellington-Altus Private Wealth

Senior Insurance Advisor, Wellington-Altus Insurance Inc.

At the age of 16, Peter began investing in the financial market and paying attention to the business section of the newspaper. He took the money he earned as a busboy and put it into a mutual fund. Seeing his money grow was the “coolest thing ever”. Peter thought if it continued to grow, he wouldn’t have to work. That’s not exactly what happened, but what did happen was his formal investment education.

Since then, Peter has earned the Certified Financial Planner (CFP) designation, the Chartered Investment Manager (CIM®) designation, the Derivatives Marketing Specialist (DMS) certification, and his MBA from Dalhousie University.

Investment, however, isn’t his only educational pursuit. Peter is also working on his third of four sommelier designations. He loves wine, cooking for large gatherings (he’s Greek so every gathering is a large gathering), coffee, and planting a garden each year with his two young kids.

Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

We use cookies on our website to enhance user experience, analyze and improve our services, and learn what information interests you. By continuing to use our website, you agree to our use of cookies. You may change your cookie preferences in your browser or device settings. Learn More How to Delete Cookies