Peter Tsakiris is a driven, accomplished and steadfast portfolio manager. He has experience as a chartered administrator, financial planner2, financial security advisor, group insurance & annuity-plan advisor, and as certified mortgage broker. Adept in wealth management, Peter Tsakiris holds a permit in Quebec, in Ontario, in Alberta and in British Columbia.
As founder and CEO of Whitemont Financial Services Firm, Peter Tsakiris etched the Firm’s mission, vision and values in stone from the start : to unequivocally provide his clients, financial advisors and underwriters alike with his culture of excellence, independence and integrity in order to remain an integral partner to their success..
Woman of ambition, conviction and commitment, Marie-Claude is also an accomplished mother. For more than 20 years in financial services, Marie-Claude continually reaches new heights.
Professionally, Marie-Claude was first part of the Bank of Montreal as a counselor. Subsequently, she evolved at PEAK Financial Group, taking over on the customer management of its founding president. Her involvement and dedication led her to be admitted to the prestigious PEAK Financial Group Excellence Club.
Following the birth of her two children, Marie-Claude wants to explore new horizons by serving as vice-president of business development for Heritage Education Funds. However, her deeply embedded roots, quickly returned her to her first love: serve, guide and advise clients to achieve their goals.
Coming soon.
Coming soon.
