Peter is an accomplished Senior Investment Advisor with 22 years of investment industry experience.  The importance of thoughtful wealth management was engrained in him from an early age, having come from a family with over 30 years of investment industry experience. Over the course of his career, he earned both the Financial Management Advisor and Fellow of the Canadian Securities Institute designations.
Peter’s focus is on portfolio management, preservation of capital, and income strategies. He prides himself on his ability to help clients select the most appropriate investment vehicles for their portfolios. Personal advice and service along with holistic wealth planning are key elements to his business. Peter’s goal is to work with his clients one on one to build trusted long term relationships with an emphasis of holistic family wealth planning.
Away from work, Peter enjoys boating, biking, traveling, and spending time with his family. Peter and his wife Jennifer, have two children, Amanda born in 2003 and Jacob born in 2005.

David also comes from a family with over three decades of experience in helping others achieve their financial goals. He moved to Victoria in the early 90s to attend University where he earned a Bachelor of Science in Mathematics prior to completing a Masters in Leadership Studies.
David’s many years of industry experience has been centered on a holistic approach to wealth management, which involves including our CIBC partners in the creation of a financial plan, as well as investment management tailored to each clients’ unique situation.  He enjoys working with his clients through all of life’s milestones, and the relationships that are formed.
Outside of the office David enjoys paddle boarding, hiking and camping with his two daughters, Rowan born in 2008 and Bronwyn born in 2011.

After completing his Bachelor of Commerce degree in 2010, Paul joined a major Canadian Bank where he held advisory and management roles over the past nine years. With a passion for wealth management, Paul has joined The Chambers Advisory Group as an Investment Advisor working out of our Comox branch. Paul’s approach to wealth management is structured with financial planning top of mind. Paul has acumen for retirement savings and income strategies and believes that clients‘ goals and aspirations help drive portfolio decisions.
With their love for the outdoors, Paul and his wife Sarah moved to the Comox Valley in 2015, and have been there ever since. Within the Comox Valley and Vancouver Island as a whole, Paul helps his clients reach their financial objectives, while creating long term relationships.

Julie has been working in the investment industry since 1998 and she has earned both the Canadian Securities and Conduct and Practices Handbook credentials in 2000. She has also earned her Wealth Management Essentials course in 2015. For many of our clients, she is our primary point of contact for any client inquiries that includes buy/sell transactions, client meetings, investment research, and more. She is always there to provide immediate assistance and she takes pride in the relationships she has built with clients.
Her personality and wealth of knowledge makes her an invaluable team member. Julie has three adult children, a daughter born in 1994 and twins born in 2001.

While new to the industry, Makenna brings an extensive background in administration, executive support, and client-facing roles to her position on the team.  She coordinates administrative processes, manages day-to-day transactions, and maintains clear, thoughtful communication with clients. Makenna takes pride in her organizational skills, and attention to detail, with her love of planning contributing to a seamless and efficient client experience. Makenna is currently working on industry courses, and plans to obtain her credentials by the fall of 2026.

Outside the office, she enjoys reading, decorating, and spending time with friends and family.