Peter Buckley, TEP, CIM, CFP, FCSI
Portfolio Manager

Peter brings more than four decades of experience to his work with clients, offering steady guidance grounded in careful listening and long-term perspective. Clients value his ability to understand what they are trying to achieve.

Peter spends much of his time working directly with clients and building the team that supports them, with a strong focus on consistency, coordination, and overall client experience. His role helps ensure that advice is not only sound, but delivered in a way that is practical and reliable over time.

Peter works with clients across the firm, particularly where experience, judgment, and continuity matter most.

To Peter, good advice is helpful, accurate, and honest.

Outside of work, he enjoys travel and is actively involved in philanthropic initiatives.