Senior Financial Advisor
Caring. Honest. Trustworthy.
Peter Tsoukalas is a senior financial advisor based in south Edmonton however he is available to serve you anywhere in Alberta. His professional designations include Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Personal Financial Planner (PFP®).
Personal experience leads the way
Peter learned early on from his parents the importance of financial responsibility, and remembers how their financial advisor helped his family through some hard times. He is motivated to do the same for his own clients by establishing mutual trust and respect. Recently, he has been focusing on working with young professionals who are at a similar life stage as himself but has experience working with clients facing many different needs. Knowing what clients expect of him is something Peter always strives to understand, and it is his goal to meet or exceed your expectations.
Your wealth journey coach
Peter considers a beach a great place to be with his family. As a sports enthusiast, he is enjoying the opportunity to coach his son in soccer.