Peter Boronkay - HMB Financial - Vancouver, British Columbia

Portfolio Manager
peter.boronkay@raymondjames.ca
604-639-8607

Peter Boronkay and the HMB Financial team, offers independent advice in a competent and compelling way that fosters trust through integrity, and placing our clients' interests first.

Peter offers quality investment models, providing top notch personalized service, and value, through a transparent and fair fee structure. His mandate is to stand out from the crowd, challenge the status quo, and provide both Private and Institutional clients with a clear and intelligent rules-based Wealth Management offering that comprises security, income, capital appreciation, diversification, and risk management.

Peter has over 20 years of experience as a financial professional, and has achieved the internationally recognized Certified Financial Planner (CFP) and the Canadian Investment Manager (CIM) designations.

Peter's volunteer activities include being a designated supporter of the Canadian Olympic Committee, former Director of Finance for the Canadian Paralympic Committee, and a Distinguished Toastmaster (DTM). In addition to his profession and family, Peter enjoys cottage life, reading and writing.

“Chance favours the informed mind” –Louis Pasteur

To learn more, please visit Peter’s website at www.raymondjames.ca/peterboronkay.

CFP^® - CERTIFIED FINANCIAL PLANNER^TM

The Financial Planning Standards Council's Certified Financial Planner™ (CFP™) certification is the industry gold standard in financial planning. CFP professionals are the largest identifiable body of licensed financial planners in Canada. In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP^® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a Certified Financial Planner™ one must pass the comprehensive CFP^® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP^® license holders must complete 25 hours of continuing education accepted by the CFP Board every year.

Chartered Investment Manager (CIM^®) Designation

The Chartered Investment Manager (CIM^®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements. A CIM identifies clients' objectives and constraints; develops appropriate investment policies and strategies, taking into consideration market and economic conditions; and evaluates investment products that represent both traditional and alternative asset classes; and implements policies and strategies through portfolio construction.

Peter Boronkay, B. Comm, CFP®, CIM®

Peter Boronkay, B. Comm, CFP^®, CIM^®