Client centric financial advice

Value statement

I help create financial security and peace of mind for individuals and their families. I accomplish this by providing my clients with a high level of service that meets and often exceeds their expectations. Investors benefit from my customized approach to managing wealth because it helps address current financial needs and achieve long-term goals.

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

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Investment philosophy

I believe the most effective way to capitalize on positive market trends is to generally be fully invested across a broad and diversified range of equity asset classes, while also incorporating fixed income, and cash in smaller proportions as appropriate given risk tolerance, time horizon, and financial goals. Where appropriate I can also help clients monitor market and economic events to identify short-term investment opportunities.

Disclosures

Eric Peterson is currently registered to conduct business with residents of the following states: AZ, CA, CO, DC, DE, FL, GA, IA, MA, MD, ME, MI, NC, NE, NJ, NV, NY, OR, PA, SC, TX, UT, VA.

Eric Peterson, NMLS # 1919065 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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