Corient
Peter is a Partner and Head of M&A at Corient, where he leads the firm's mergers and acquisitions efforts and drives its integration strategies. As of September 2024, he has managed the sourcing and execution of over 40 deals, with a combined total of USD $185 billion in client assets. Peter joined CI Financial in 2003 following its acquisition of Assante Wealth Management. Before taking on his current role at Corient, he held various positions across both the asset and wealth management sectors at CI Financial. Peter holds a degree from Concordia University.
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Corient
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Corient combines the service, creativity, and objective advice of a boutique with the power of experienced advisors, extensive capabilities, and custom-built strategies to create a differentiated wealth experience. Corient is one of the largest integrated RIAs in the United States—with advisors across the country who have knowledge spanning the full spectrum of planning, investing, and money management disciplines. And, as fee-only fiduciaries, we are duty-bound to put you first.