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Peter J. Tessari, CIM®, FCSI, RIS
Investment Advisor, Aviso Wealth
Insurance Advisor, Alterna Estate Strategies

Peter.Tessari@alternawealth.ca
905.452.9483
BACKGROUND

I bring more than 30 years of investment experience and knowledge as an Investment Advisor to Aviso Wealth. I joined Aviso Wealth in 2013 as an Investment Advisor, with 20 years of prior experience managing portfolios for two bank-owned investment dealers in Toronto.

My success in helping clients meet their objectives stems from my broad expertise in areas such as markets, taxation, estate planning, and trust optimization. I prioritize effective risk mitigation and goal planning. Beyond technical expertise, what truly sets me apart is my ability to simplify and clearly explain complex financial concepts, ensuring clients feel informed and confident about their financial future.

EDUCATION

I earned the Chartered Investment Manager, Fellow of the Canadian Securities Institute, and Responsible Investment Specialist designations. I have also completed the Life License Qualification Program, which allows me to provide insurance and risk-mitigation strategies. I hold a Diploma in Business Accounting from Centennial College.


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https://www.ciro.ca/office-investor/know-your-advisor-advisor-report 

Alterna Estate Strategies is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of Alterna Estate Strategies are used under license by Aviso Insurance Inc. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Your financial legacy is our priority. 

Experience customized financial management built through integrity, ethics and responsibility. Together, we design strategies that preserve and grow your wealth tailored to your unique goals. 

info@alternawealth.ca
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