Peter Egolf is a Private Wealth Planner at Kilter Group with over a decade of experience inside and outside the financial services industry. His professional journey began as a scientist in environmental consulting. A family loss threw him into the depths of managing complex financial responsibilities—transforming financial planning from a personal hobby into a major focus of his life. Determined to deepen his knowledge, Peter earned his Master of Business Administration (MBA) from the University of Toronto and became a financial advisor. Years later, he is still helping clients reach their financial goals with clarity, confidence, and peace of mind.
Expertise
Peter loves taking complex topics and situations and simplifying them. He understands that each financial situation is unique—a constantly evolving puzzle. Having seen the pitfalls of the industry firsthand as both an investor and an advisor, Peter is committed to giving his clients comprehensive financial planning that leads to financial freedom, balance, and control. He is known for his ability to listen deeply and make others feel heard, and he holds high standards for himself and his work. Peter wants his clients to feel empowered, educated, and supported—with options, not just answers. His attention to detail ensures clients can stay focused on life, not the fine print. His formal credentials include:
- Certified Financial Planner (CFP®)
- Master of Business Administration (MBA)
- Series 65 licensing exam
What Drives Him
Peter is driven by a passion for self-improvement and helping others do the same. He aims to always be ten steps ahead so his clients don’t have to be. He loves to learn and brings insights from different disciplines into his financial planning approach—believing that the best thinking rarely comes from a single field. For Peter, the goal is simple: clients should feel empowered, educated, and supported at every stage of their financial lives.
Beyond the Office
A lifelong lover of the outdoors, Peter finds energy and grounding in nature. In winter, you’ll find him skiing in Vermont, cross-country skiing, or pond skating. In warmer months, he enjoys running and gravel and mountain biking. His ideal morning includes a sauna, cold plunge, and lifting weights. A fan of analog cars, Peter is on the hunt for the perfect 981 Boxster Spyder. As a technology early-adopter, he has arrived at a balance between digital innovation and natural simplicity.