Media

On this week’s CTV Morning Live, Peter breaks down troubling stats from a recent CIRO survey:

• 1 in 4 bank reps admit to recommending products not in clients’ best interests
• 40% say scorecards influence what they recommend
• 33% say clients are given incorrect product info
• 25% couldn’t explain what an MER (Management Expense Ratio) is

Regulators point to sales targets and incentives as key issues. It’s time to stop buying products—and start buying a plan. Tune in and get informed.

Want to impress your friends with your investment knowledge and financial savvy?

This week on CTV Morning Live, Peter breaks down the key differences between market volatility and real estate volatility, including:

• What’s the difference between your daily portfolio value and your RRSP value?
• When should the value of either become a concern?
• If your house is part of your retirement plan, how should you value it?

Tune in to learn how to make the most of your money.

Peter joins CTV Morning Live this week to break down the pros and cons of big versus small portfolio management firms. He’ll explain why boutique firms often have access to “low-hanging fruit” investments the big players might overlook. Learn what questions to ask, how to find the right financial guidance and get practical tips to keep your money working for you. Tune in!

This week on CTV Morning Live, Peter breaks down whether you should keep your rental property or sell and invest the equity. Essentially, the goal is to compare rental income versus your investment potential. Whichever number is bigger—that’s your answer.

Tune in for Peter’s simple formula to make your property work for you!

With the recent volatility in the stock market, what are your options if you still need income?

• Consider adjusting your income stream to draw only from fixed-income holdings. Wondering how to do that? Peter explains it.
• Another strategy: If you have a HELOC (Home Equity Line of Credit), consider using it temporarily to allow your investments time to recover.

Peter breaks it all down on this week’s CTV Morning Live. Get the insights you need to protect your money.

There’s always something stirring up chaos. That’s why we use Portfolio Managers—they navigate uncertainty, anticipate market swings and aim to outperform the noise.

A strong financial plan isn’t just about investments. It’s about:

• More than just insurance coverage

• More than just an investment strategy

• More than just a tax plan

It’s about a complete plan, built by a Fiduciary. Peter provides the insights you need this week on CTV Morning Live Vancouver.

How will the new tariffs impact your investments? Are some assets more vulnerable than others? Could mortgage rates be affected? This week, Peter joined CTV Morning Live to break it all down – helping you understand the key financial implications.

Tariffs, tariffs, tariffs – what do they mean for you? How will they impact your finances? This week, on CTV Morning Live, Peter breaks it all down, including:

• Interest rates
• Mortgage rates
• The stock market and your investments

Plus, could the Bank of Canada make an unexpected interest rate adjustment? Tune in to get the answers.

Finances and volatility – two words you’d rather not see together. But, in today’s market, it’s a conversation worth having. Volatility seems to be the word of the day – but is it real, or is it artificially created? Peter joined CTV Morning Live to break it down:

• What is volatility, really?
• How do tariffs and policies impact it?
• What can you do to stay financially secure?

Understanding market fluctuations can help you navigate uncertainty with confidence. Stay informed and stay ahead.

Peter joined CTV Morning Live this week to continue the discussion around investments, diving into the important topic of investment fees. Join Peter as he explains how to prevent high fees and other charges from secretly eating into your wealth.

Let’s talk investment risk. Our recent session on investments and diversification sparked some great conversations- and even more questions. This week, Peter joins CTV Morning Live to answer them, including:

• Is a 70/30 (equity/fixed income) portfolio riskier than a 60/40 mix?
• Can you have TOO MUCH diversification in your portfolio?

Learn how to make smarter, more confident investment decisions. Tune in!

Let’s talk investment diversification. This week, Peter dives into the critical topic of investment diversification on CTV Morning Live. Is your diversification strategy passive or active, or a mix of both? Get the insights you need to make smarter investment choices.