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How We Work

We are leaders in the field.

Our attention to detail and client service:
Our clients know they can expect significantly higher service and attention to detail than most of the big financial services firms are able to offer. You’ll notice the little things right away - like when you phone our office we pick up the phone - not having to wait on hold or fight with an automated answering system.
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Peter Dickieson

Peter W. Dickieson, FMA, FCSI, RDA

CETS, CRS Recipient

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It also means we know our clients and their goals better than most large institution could – helping us ensure our clients portfolios are better positioned to deliver on those goals.

 

Our business has grown through our reputation:
Over 25 years we’ve grown almost exclusively through our existing clients referring us to their family and friends. In that time, we’ve also experienced the ups and downs of the market.

 

Our decades of financial experience:
And decades of experience also means we’ve seen both the highs and lows of the market, and have the market experience to help our clients best mitigate their risk.

 

A no obligation consultation is the first step.

There is no cost or obligation to you to meet with us. The first step to working with us is to book a consultation appointment. 

Please call our office at 519-780-1010, or email info@peterdickieson.com.
 
 

 

Secure your peace of mind.

We are regulated in the same way as the big banks and by the same provincial and federal government regulators and financial services bodies.
When we invest our clients’ money in Guaranteed Investment Certificates (GICs) we only deal with banks and credit unions which are insured by the CDIC, or the provincial equivalent. In Ontario this is the Deposit Insurance Corporate of Ontario (DICO). Our mutual fund business is also heavily regulated. 

 

The Registered Deposit Brokers Association of Canada (RDBA):

The Registered Deposit Broker Association of Canada (RDBA) is a self-regulatory organization whose primary goal is to protect the interests of investors served by the deposit industry.

 

The Deposit Insurance Corporation of Ontario (DICO):

DICO’s role is to protect depositors of Ontario credit unions from loss of their deposits. Deposit insurance is part of a comprehensive depositor protection program for all Ontario credit unions which is backed by provincial legislation.

 

The Canadian Deposit Insurance Corporation (CDIC):

The CDIC is a Canadian Federal Government organization charged with insuring the deposits of Canadians. Deposits with CDIC members are
protected in the event that a financial institution becomes insolvent.

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The Canadian Investment Regulatory Organization (CIRO):

Canadian Investment Regulatory Organization (CIRO) is the national self-regulatory organization that oversees all investment dealers, mutual fund dealers and trading activity on Canada’s debt and equity marketplaces.​​

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We operate on the highest level of client confidentiality:
We operate with the highest possible levels of confidentiality and follow all federal and provincial legislation and guidelines on handling our client’s funds.
 
 
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