Peter Neugebauer

Peter Neugebauer

Associate Financial Advisor
Assante Financial Management Ltd.

Peter has worked in the financial industry since 1999. Over the course of his career he has worked in a variety of roles from underwriting commercial mortgages, to loans officer and financial advisor.  Peter is actively working towards his CFP® designation and obtaining his Life License.  Peter is very community minded and he brings a wealth of volunteer and committee experience to his role. 

 

IIROC IIROC Advisor Report Canadian Investor Protection Fund Mutual Fund Dealers

Advisory services provided by CI Assante Wealth Management (“Assante”) are offered through Assante Capital Management Ltd., a registered investment dealer, and Assante Financial Management Ltd., a registered mutual fund dealer. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Assante Financial Management Ltd. is a member of the Mutual und Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).

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