Peter Hartley, BA (Econ.), PFP, FMA, CIWM, FCSI

Wealth Advisor
Vancity/Credential Securities

Tsawwassen, Vancouver West

Contact
Phone 604.709.5838
peter_hartley@vancity.com

As a Wealth Advisor, Peter provides each of his members with investment advice and solutions tailored to their unique financial goals and objectives. With more than 15 years of experience providing financial advice, Peter specializes in retirement and income planning, tax minimization, trust and estate planning, and investment management.

In addition to having his degree in Economics from Simon Fraser University, Peter has maintained a commitment to continuing education and holds the following designations: Personal Financial Planner (PFP), Financial Management Advisor (FMA), Certified International Wealth Manager (CIWM), and is a Fellow of the Canadian Securities Institute (FCSI).

Peter is firmly committed to long-term relationships with his members. He works with his members through their life change events to make sure their investment strategy and financial plan continue to meet their specific needs. He takes great pride in his role as an Advisor and feels the biggest endorsement he can receive from a member is when they tell their friends and family about their positive experience.

Peter can offer members access to a wide range of investment opportunities, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), socially responsible and tax-advantaged investments, fee-based investment accounts, and fossil fuel-free investment options.