Professional wealth advisory solutions for your personal financial goals.
Peter Besler has over 30 years experience as an investment advisor and over 14 years experience as a senior officer and head office branch manager in the securities industry. Utilizing his extensive knowledge, Peter developed a top ranked investment advisor training program and successfully trained over 200 professionals to become investment advisors. Peter focuses on wealth preservation through risk reduction and advises most of his clients using a precise and disciplined approach. Peter takes the time to clearly explain his recommendations in order to ensure each of his clients understands and is comfortable with their investment choices.
***NEW*** Team Besler is currently reinventing our approach to customer service. Using our extensive experience in the financial services industry, we are creating an innovative approach to the way we service our clients. This includes expanding our Team and the services we provide. We believe that our clientele will be both appreciative and highly impressed with the improvements we will make. We estimate this expansion to continue into mid 2015. In the interim, please contact us for further information.
***NEW*** Our Team has the autonomy and flexibility to find solutions corresponding to your profile. Your Advisor knows you well and always keeps in mind your concerns in order to reach your financial goals. In order to provide you with the quality of service you require, there may be a number of key team members working dilligently behind the scenes to support your advisor. These key team members are dedicated to ensuring our team can remain focused on delivering your value proposition.
***NEW*** We believe that you deserve an Investment Advisor who shares your vision, earns your trust and works relentlessly to help you attain the life you desire for you and your family.Team Besler focuses on preserving and respecting your capital while utilizing our competitive advantages in the investing process to enhance the growth potential of your investment portfolio. This philosophy is intended to improve the predictability of returns while reducing the corresponding level of risk. We deliver competitive advantages in all major categories of the investing process.
Today investors are looking for strategies to defer or minimize the potential impact of Federal and Provincial income tax on their investment returns. As part of our services, our clients benefit from our dedication to finding investments and strategies which help reduce taxes payable and maximize after-tax returns.Read more
As Investment Advisors at Industrial Alliance Securities, a nation-wide full service brokerage firm, we have access to a global platform of resources that enables us to select the products and services that match the diverse financial needs of our clients.
Respected for his informed opinions and unique writing style, Peter Besler has often been asked to provide his advice and viewpoint on a variety of investment related topics. Our current focus list provides clients with the latest in media coverage featuring Peter Besler.
Peter Besler is an astute professional who maintains close contact with each of his clients. In addition to an impressive list of professional accomplishments, Peter Besler achieved EPC (Elder Planning Counselor) certification in order to better understand and enrich his service to mature investors.Read more
"Peter has proven ability in successful investing. As a true pro he manages to make sense of the investment world for rookies. The proof is in the pudding. He has never lost us money and has grown our pile into an impressive achievement."
Andrew Gregg, Teacher at AISA
“I am very impressed with your unique approach. Peter is easy to reach, trustworthy and quite knowledgeable about many areas of investing.”
Roger Gagnon, Timmins Ontario
“Peter has been very helpful to me during a difficult time in my life. He always takes the time to explain the investments we make in a way that is easy to understand.”
Kathy Felkai, Toronto Ontario
“As a long time CARP member, the referral to Peter Besler has been one of the most valuable services CARP has ever provided my family. Professional service in investing (my pension plan from The University of Western Ontario) is hard to find and very much needed.”
Prof. Bernard Portis, Corunna Ontario