Peer Schram

BBA, Financial Advisor – Investia Financial Services Inc.

Born in Cape Town South Africa, Peer moved with his family to Canada at age 4 and then to Kelowna, BC at the age of 8. Growing up in the Okanagan, Peer took part in many active pursuits including playing select soccer and was an FIS level alpine ski racer.

After completing part of his post-secondary studies at the Berlin School of Economics in Germany, he went on to graduate with a Degree in Finance from Okanagan College. He has successfully completed the Canadian Securities Course, Wealth Management Essentials course and is set to write his Financial Planning Standards Council Level 1 exam in November.

Peer has worked in the banking and investment industry for the past 7 years and quickly moved up the ranks of big 5 banking system. He has a strong working knowledge of the banking system and has worked in personal banking, commercial banking, and investment roles. Peer’s last role in the banks was as a Senior Financial Advisor for CIBC’s Imperial Service Platform (High net worth platform). Although progressing rapidly through the bank world and being actively recruited by several competitors, Peer felt that the bank structure was limiting the quality of service that he could and wished to provide to his clients. In the spring of 2017, he decided to move over to the independent financial advice side and join SPEIR Wealth Management so that he could take his service offerings to the next level.

When not at work, Peer enjoys time on the lake, in the mountains or on a golf course, and with his two boys. He is also an active member of the community and enjoys giving back as a member of the 100 Men Who Give a Damn.

Contact Peer Schram

(778) 478-4277
peer@speirwealth.com