The PPK Team

• A High Net Worth team within ScotiaMcLeod

• Established in 1992

• Experienced & diversified financial background of the three partners

• Over 80 years of combined investment experience

• Our goal is to be the best
Peter Lambert

Peter Lambert Wealth Advisor
Associate Director
Wealth Management

Peter Lambert is a graduate of the Pennsylvania State University where he earned a Masters of Science degree on an academic Scholarship. While at Penn State, Peter was a member of their hockey team was inducted into the Penn State Hockey Hall of Fame in 1995 and was also invited to attend the New York Rangers and Washington Capital’s training camps. After graduating from Penn State, Peter taught undergraduate kinesiology
at Acadia University in Nova Scotia.
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Karl Zimmerman

Karl ZimmermanWealth Advisor
Associate Director
Wealth Management

Karl Zimmerman received his Bachelor of Arts degree in business and economics from McMaster University and has completed his Chartered Financial Analyst CFA (level 1) and his Canadian Life Underwriters (level 2).
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Our Mission Statement

To provide comprehensive Wealth Management solutions delivered with integrity, discipline, and exceptional client service.

The PPK Team

Our Core Beliefs

Clients First: Our clients’ interests always come first.

Lifelong Partnerships: We are committed to building trust and wealth by partnering with our clients throughout the many stages of their lives.

Financial Plan & Investment Plan: We invest considerable time and resources to develop and monitor both plans. Only then can we provide suitable wealth building recommendations.

Full Disclosure: We inform our clients of the costs and benefits of doing business with us.

Personal Philosophy: We value our families, our clients’ families, service to the community, and the balance between our personal and professional lives.


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