Peter M Jones
About Peter M Jones
Peter M Jones is an Associate Consultant at Brian Walker & Associates Private Wealth Management, specializing in tailored wealth building and protection strategies. He has over 20 years of experience in financial planning, previously working at the Royal Bank of Canada.
Work at IG Wealth Management
Peter M Jones serves as an Associate Consultant at IG Wealth Management, specifically within the Brian Walker & Associates Private Wealth Management team. He has held this position since 2006, contributing to the firm's operations in Saint John, New Brunswick. In his role, he focuses on developing customized strategies that address the wealth management needs of clients.
Education and Expertise
Peter M Jones studied at Mount Allison University from 1982 to 1986, where he completed a four-year program. His educational background supports his expertise in wealth management, particularly in creating tailored strategies for wealth building and protection. He has developed a sophisticated approach to meet both short and long-term client needs.
Background
Prior to his current role at IG Wealth Management, Peter M Jones worked at the Royal Bank of Canada as a Financial Planner from 1986 to 2006, accumulating 20 years of experience in the financial services industry. This extensive background has equipped him with a comprehensive understanding of financial planning and wealth management.
Specialization in Wealth Management
Peter M Jones specializes in creating tailored strategies for wealth building and protection. He collaborates with a team of experts in various areas, including tax and estate planning, securities, insurance protection, investment lending, and business succession. This multidisciplinary approach enables him to address diverse client needs effectively.