![Greg Peterson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Greg Peterson
Portfolio Manager-Equities at
Mawer Investment Management Ltd.
Profile
Mr. Gregory D.
Peterson, CFA, is a Portfolio Manager at Mawer Investment Management Ltd. He joined the firm in 2002.
In addition, he leads the asset allocation team for the firm and is responsible for client portfolio management.
Previously, he was a director and investment counsellor with BMO Harris Private Banking.
From 1997 to 1999, Mr. Peterson was an investment counsellor with T.E.
Investment Counsel in Calgary, having moved from Edmonton in 1997 where he was an account manager with Royal Trust in their Wealth Management group since 1995.
His career began with the Royal Bank Financial Group in 1991 as a personal banker.
Mr. Peterson earned a Bachelor of Commerce degree, majoring in finance, from the University of Alberta and is a Chartered Financial Analyst charterholder.
He is a member of the CFA Institute, the Calgary CFA Society, and the Calgary Flame Ambassadors.
Greg Peterson active positions
| Companies | Position | Start |
|---|---|---|
Mawer Investment Management Ltd.
 Mawer Investment Management Ltd. Investment ManagersFinance Mawer is a bottom-up, fundamental manager that aims to provide investors with above average, long-term, risk-adjusted returns. The firm seeks to identify excellent companies with sustainable competitive advantages, regardless of industry or economic conditions, and to invest in these companies when they are trading at a discount to their intrinsic value. They specialize in global and domestic equity, balanced, and fixed income strategies to meet a variety of investment needs. | Portfolio Manager-Equities | 2001-12-31 |
Former positions of Greg Peterson
| Companies | Position | End |
|---|---|---|
BMO Harris Private Banking
 BMO Harris Private Banking Regional BanksFinance Provides commercial banking services | Corporate Officer/Principal | - |
CWB Private Investment Counsel Ltd.
 CWB Private Investment Counsel Ltd. Investment ManagersFinance Profile Unavailable. | Corporate Officer/Principal | 1999-12-30 |
Royal Trust Corporation of Canada
 Royal Trust Corporation of Canada Investment ManagersFinance Royal Trust tends to focus on investments in the stocks of undervalued, large-cap US and Canadian companies in the finance, energy minerals, non-energy minerals, industrial services and transportation sectors. | Corporate Officer/Principal | 1996-12-30 |
Ronald Mcdonald House of Southern Alberta
 Ronald Mcdonald House of Southern Alberta Miscellaneous Commercial ServicesCommercial Services Provides business support services | Corporate Officer/Principal | - |
Royal Bank Financial Group
 Royal Bank Financial Group Major BanksFinance Provides financial services, including issuing money in various forms, receiving deposits of money, lending money and processing transactions and the creating of credit | Corporate Officer/Principal | - |
Training of Greg Peterson
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
47
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Royal Trust Corporation of Canada
Royal Trust Corporation of Canada Investment ManagersFinance Royal Trust tends to focus on investments in the stocks of undervalued, large-cap US and Canadian companies in the finance, energy minerals, non-energy minerals, industrial services and transportation sectors. | Finance |
Mawer Investment Management Ltd.
Mawer Investment Management Ltd. Investment ManagersFinance Mawer is a bottom-up, fundamental manager that aims to provide investors with above average, long-term, risk-adjusted returns. The firm seeks to identify excellent companies with sustainable competitive advantages, regardless of industry or economic conditions, and to invest in these companies when they are trading at a discount to their intrinsic value. They specialize in global and domestic equity, balanced, and fixed income strategies to meet a variety of investment needs. | Finance |
Royal Bank Financial Group
Royal Bank Financial Group Major BanksFinance Provides financial services, including issuing money in various forms, receiving deposits of money, lending money and processing transactions and the creating of credit | Finance |
University of Alberta
 University of Alberta Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BMO Harris Private Banking
BMO Harris Private Banking Regional BanksFinance Provides commercial banking services | Finance |
CWB Private Investment Counsel Ltd.
CWB Private Investment Counsel Ltd. Investment ManagersFinance Profile Unavailable. | Finance |
Ronald Mcdonald House of Southern Alberta
Ronald Mcdonald House of Southern Alberta Miscellaneous Commercial ServicesCommercial Services Provides business support services | Commercial Services |
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