Peter Newsome
Peter Newsome
Peter Newsome
As a Partner with Personalized Financial Solutions, my goal is to evolve what it means to work with a financial advisor. Utilizing modern planning and investment technology, exceeding expectations and providing an unprecedented level of customer service.
Having been licensed as a financial advisor since 2005, I have helped thousands of Canadian families and businesses achieve their unique financial freedoms.
With a successful track-record guiding clients through the dynamic financial industry, we created and adhere to a proven financial planning process, adapted from the industry-standard FP Canada Financial Planning Process; with a focus on educating and coaching the habits and tools necessary to achieving your personal financial goals and dreams.
For the right fit, working with our team at Personalized Financial can be one of the most fulfilling and rewarding financial decisions you or your business can make.
When I’m not at the office, I’m usually found helping my wonderful wife try to survive our son (6) and twin girls (3) . Being a dad of three isn’t free time aplenty these days, whatever free time I do have I try to stay active inside a rink or on the golf course, though I also enjoy Formula 1 racing, football and follow most other professional sports leagues closely.
Working within the financial industry has allowed me to constantly give back to others and to focus more on community involvement taking an active role in such charitable events as the Canucks For Kids Charity, Mo-vember and Hockey Helps the Homeless, the latter achieving a single-day record in 2022 raising over $760,000 towards fighting homelessness in Vancouver.
I am currently accepting the right fit to join my existing satisfied clients, though I also welcome contact to discuss the markets, meet new people and grow my network, so please don’t hesitate to reach out to chat.