Our founder

Peter Tsakiris

B. Sc. Actuary, MBA, CIM, C. Adm., F. Pl.

Branch Manager, PEAK Securities Inc.

Portfolio Manager, PEAK Securities Inc.

Financial Planner

Financial Security Advisor

Advisor in Group Insurance & Annuity Plans

Certified Mortgage Broker

Peter Tsakiris is a driven, accomplished and steadfast portfolio manager1 He has extensive experience as a chartered administrator, financial planner2, financial security advisor2group insurance & annuity-plan advisor2and as certified mortgage broker3.  Adept in wealth management, Peter Tsakiris holds a permit in Quebec, in Ontario, in Alberta and in British Columbia.

 

As founder and CEO of Whitemont Financial Services Firm, Peter Tsakiris etched the Firm’s mission, vision and values in stone from the start : to unequivocally provide his clients, financial advisors and underwriters alike with his culture of excellence, independence and integrity in order to remain an integral partner to their success..

 

Keeping his clients’ best interest a priority, Peter Tsakiris associated his Firm with PEAK Financial Group in 2005. Peter holds the position of branch director at the WHITEMONT branch of PEAK Securities.  Founded in 1992, Peak is one of the most important independent brokerage firms in Canada with a network of 1,500 financial advisors serving 150,000 investors and administrating nearly $13 Billion in assets.  PEAK distinguishes itself every year amongst the best fully independent multidisciplinary brokers across Canada.

 

In his quest to be the best, Peter Tsakiris decided to offer the full spectrum of financial services under a one-stop independent financial services firm.  As such, he associated himself as a certified mortgage broker with Planiprêt.  Planiprêt is the third largest mortgage brokerage agency in Quebec and is highly regarded by Quebec’s financial industry for the quality and strength of the files diligently submitted.  Assisted by his team of mortgage experts, Peter Tsakiris advises and negotiates on behalf of thousands of clients every year in search of the most competitive and advantageous mortgage loans offered by banks, credit unions and most other financial institutions. 

 

Compelling is the attention Peter Tsakiris invests in the advice offered to his clients for their financial wellbeing. Throughout two decades now, the clients continue to appreciate his passion in wealth management and his in depth knowledge of the economy.  The trust Peter Tsakiris has earned from his clients, advisors and underwriters has positioned Whitemont to be a leader amongst the independent financial advisory firms in Quebec.

Testimony to this success is the ongoing partnership Peter Tsakiris enjoys with the GENIUM 360 (formely Réseau des Ingénieurs du Québec).  Since 2010, both Whitemont & Planiprêt offer the GENIUM360’s 76,000 engineers and students in engineering with financial planning and mortgage brokerage services.

 

For 2 consecutive years, in 2016 and 2017, Peter was recognized as a finalist for the prestigious Excellence Award, offered by the Chambre de la sécurité financière (CSF) in the Distinction category. This award is especially significant as it shines a spotlight on the standout performers among advisors who have notably distinguished themselves. These Awards, which celebrate the excellence of members and underline the importance of advisory roles in personal finances, are designated for those who are passionately dedicated to enhancing the financial well-being of Quebecers. Peter Tsakiris is fluent in the French, English and Greek languages.

 

1 Registered at PEAK Securities

 

2 Registered at Whitemont Financial Services

 

3 Registered at Planiprêt

" I have a vision..."

Founded WHITEMONT

1999

Birth place

Athens, Greece

Immigrated in Quebec in 1989

Education

B. Sc. Actuarial Science, Université Laval

MBA-Finance, UQAM

Minor in Financial Planning, Université Laval

Interests

Passionate about Finance and Economy

Travelling