Peter brings a thorough blend of business experience and expertise to his practice as a Portfolio Manager. Prior to joining the industry, Peter was a Senior Partner and Financial Controller of a large educational institution in Johannesburg, South Africa.
Peter immigrated to Canada with his family in 1995 to join a large Canadian investment firm. He was invited to join the predecessor to Raymond James Ltd. in 1998 and he has not only grown his business, but has worked hard to nurture enduring relationships with his clients. The Schikkerling Wealth Management Group guides the investment affairs of a range of clients including retirees, business owners and professionals.
Peter holds a Commerce degree and a Masters in Business Administration as well as the Canadian Investment Management (CIM). He became a Fellow of the Canadian Securities Institute (FCSI) in 1998 and has been a Senior Portfolio Manager of Raymond James Ltd. since 2013. Recognizing a growing need to work with cross border clients, Peter completed the Series 7 and Series 66 in 2012, enabling the team to work with US clients, including Canadians with IRAs.
Peter is an avid reader and enjoys travel.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.
