Peter DeFrancesco, CFP®
Executive Financial Consultant
Investors Group Financial Services Inc., I.G. Insurance Services Inc.
CFP, CLU, PFP, RRC, B.Ed., B.Sc.(Hons.)
Peter DeFrancesco has been helping high net-worth professionals, business owners and families manage their wealth since 1997. His detailed and highly refined approach to wealth management consistently exceeds clients’ expectations.
Peter specializes in tax, estate and retirement planning. He is a contributing author to financial textbooks and courses for the Canadian Securities Institute, he teaches Personal Financial Planning and he delivers seminars on tax, investment and retirement planning to businesses. An avid reader, Peter keeps scrupulously up to date on relevant financial trends to give clients his best financial advice.