Peter Garat, CFP®, CLU

Certified Financial Planner

Born and raised in Campbell River, as were generations of his family before him, Peter Garat opened Garat Financial Group Ltd. in 1997 after returning to his hometown to raise his own family. He has earned his Certified Financial Planner and Chartered Life Underwriter designations and is an ardent student of the financial world always looking for ways to better serve his clients. Self-employed for over 30 years, Peter understands the demands of managing a business, and balancing it with family and other demands of a busy lifestyle.

Peter focuses his financial planning on helping Garat Financial Group clients retire with tax efficient retirement streams, and estates well protected from taxation. It is his belief that his clients hard earned assets should go to their families and favorite charities, not lost to government taxation and fees. Peter uses his decades of education and experience to help his clients live their retirement years to the fullest.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.