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Our Team

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Our mandate is to help our clients achieve their financial goals by providing clear, reliable, appropriate and objective advice in a straight forward, honest and unpretentious manner.

We strive to provide these services to our clients at the highest level of professionalism possible in an attempt to exceed expectations at all times.

In addition, it is also our goal to create a corporate environment that is comfortable and informal to ensure our clients and business associates feel respected and reassured that we are here to clarify, not complicate their financial matters.

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Peter Bailey

Wealth Advisor
(416) 787-4517 Ext. 215

Peter believes in building strong relationships with his clients by having an open line of communication that facilitates the creation of a superior partnership.

As your advisor, Peter will help you to identify your objectives and will coordinate with you to implement a series of strategies that will help you to achieve your financial and lifetime goals.

Peter lives in Bloor West village with his wife Barbara and their daughters Kendra and Brooke. Peter has also recently won the Worldsource Financial Management Top Performer award for 2015.

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Claudio F. Meneses

Investment Funds Advisor/Client Services
(416) 787-4517 Ext. 201

With over 20 years' experience in the Mutual Fund Industry, Claudio has gained valuable insight from MFDA Dealers, Mutual Fund Companies as well as partnering directly with Advisors. Working with the team at our Avenue Road Office he ensures there is cohesiveness, respect and an active pursuit to service you, our client.

As an Advisor, he is also directly responsible for providing a high level of service to our established clientele, something he prides himself on.

Claudio is an enthusiastic supporter, since Day 1, of Toronto FC and loves spending time with his 3 beautiful children. Actively volunteering within his community since his high school days, he enjoys interacting with people to deliver a great experience.

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Joanna Le

Marketing Assistant/Client Services
(416) 787-4517 Ext. 206

After four years working with Peter Bailey and his team, Joanna has gained a wealth of experience in the financial industry.

Joanna is responsible for using different social media campaigns to promote and spread awareness about the financial services that Peter offers. The e-mail newsletter, social networking, and planning client appreciation events are just a few ways her passion is shown in her work. In addition to her role in Marketing, Joanna is also a part of the Client Services team and works hard to ensure that all of your needs are met.

Joanna is an avid baker and enjoys playing volleyball on a competitive level in her spare time.

Ben Dawson

Financial Advisor
(416) 787-4517 Ext. 208

Ben is truly dedicated to ensuring his clients are always happy with the advice and information he provides. Keeping an open line of communication with his clients helps Ben manage your needs and keep you informed on changes in the investment industry.

As your advisor, Ben will work with you to achieve your financial goals by creating and implementing investment plans for each stage of your life. Working with your objectives and taking a long term outlook are Ben's keys to helping you achieve financial freedom.

In his spare time Ben enjoys staying active by playing hockey and spending time outside.

Sandy Bielas

Client Services
(416) 787-4517 Ext. 211

With over a decade of experience in the Investment industry, Sandy works alongside our established Advisors to ensure that clients are well informed and also follows prescribed processes to get things done in a timely manner.

She has always lived in Toronto and loves spending her time with her 3 children as they plan their future, their travels and pursing post-secondary education. Truly enjoying all the city has to offer, you may see her walking her dog Cali, or enjoying time with her friends.

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Mutual Funds and Segregated Funds provided by Fund Companies are offered through Worldsource Financial Management Inc. Disclaimer. Privacy Policy.
Other products and services are offered by Peter Bailey through Peter Bailey Investment Group Inc.