John Peralta, CFA, currently serves as a Senior Analyst in Asset Management at Avenue Living, focusing on enhancing real estate portfolio performance through strategic financial initiatives. Prior experience includes positions as a Financial Analyst at Lakeland Credit Union, where John contributed to financial modeling and forecasting, and as a Home Financing Advisor at Scotiabank, prioritizing client relationships in mortgage applications. Academic roles at the Dhillon School of Business include Teaching Assistant and Equity Analyst for a student-managed investment portfolio, alongside participation in the CFA Institute Research Challenge. An extensive background at Scotiabank spans multiple adviser roles, emphasizing financial planning and client engagement. John holds a Bachelor of Management in Finance from the University of Lethbridge and a Business Administration Diploma in Financial Services from Bow Valley College.
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