Peter Ip


Peter is a senior vice president and relationship manager with Kanaly Trust and has been with the firm since 1988. In his position, he manages the long-term investment strategies and personal financial programs of his clients, including estate planning, insurance, investments, income taxes, education funding, employee benefits and other financial needs as they arise.

Transferring Your Wisdom and Wealth
Successfully transferring wealth to your heirs is a challenging but priceless undertaking. It is the result of careful, thoughtful planning and should not be taken lightly
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