Peter Tsakiris is a motivated, accomplished, and determined portfolio manager. He has gained extensive experience as a licensed director, financial planner¹, financial security advisor¹group insurance & annuity-plan advisor¹and as certified mortgage broker².  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..

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 Whitemont Financial Services

² Registered at Planiprêt