Peter was a Principal of KCS Fund Strategies Inc. before joining BULLWEALTH in 2014. Earlier in his career he was a Vice-President with CIBC/Wood Gundy Inc. He engaged in a wide range of capital market activities in their Toronto and Tokyo offices, and was Chief Trader of the bank’s European derivatives portfolio, while based in their London, UK office. Peter is currently a Professor of Finance at Simon Fraser University. His research on investment policy, hedge funds and asset pricing models has been published in leading academic journals and earned numerous awards. Peter leverages his knowledge in asset allocation modeling, manager due diligence and portfolio implementation to advise an

Peter Klein
Managing Partner
Bull Wealth Management Group Inc
Canada, British Columbia, Vancouver
About Me
Profile Information
Managing Partner
Bull Wealth Management Group Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Vancouver
British Columbia
Canada
Aug 5, 2024
Keylinks
More profiles to browse
Randy Gunn
Vice President, Portfolio Manager
SC
Savva Cherdantsev
Managing Director Of Investments and Research
Kevin Van Dyk
Director of Research, Managing Partner, Managing Director, Advisory Group & Portfolio Manager
PJ
Paul Jaggard
Partner
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services