Meet Us Peter Ip

Concentrating on my serve and practicing my backhand swing is where you’ll find me when I’m not in the office.  There’s so much more to tennis than just hitting the ball over the net.  You have to follow through with your swing, sharpen your techniques and get a good grip on your racket. The best challenge is being in every corner of the court to stay ahead of the game.

I enjoy mastering this challenge on the court, and use it in the approach I take with my client relationships and in my role as a Senior Vice President and Trust Officer with Kanaly Trust. 

I joined Kanaly in 1988 and in all these years of working with the team, it’s the integrity of the company and its people that continue to make me proud. 

You can rely on us to go beyond the traditional roles of a financial advisor.  The company was originally founded on financial planning, but we are able to deliver so much more to meet your needs.  We offer top-notch asset management expertise, and our in-house professionals enable us to provide you with the best Attorneys, CPAs, Real Estate advisors, Appraisers, Oil and Gas Professionals and more. 

It would be easy to just give you a recommendation on how you should go about planning for your family’s needs, but a true success for me is to ensure that I personally act on those recommendations and continue to maintain them on your behalf. 

Internal and external communication are also key to your success and I have a great team to support me in ensuring that your needs are met. Susan Krabbe and Maureen Fanguy are knowledgeable, experienced professionals who have spent many years in our business. They understand your goals, exceed your expectations and put you first. 

Kanaly Trust is a Trust company – but “Trust” represents so much more.  It is a personal success for me to earn your trust and respect as my client.  Let’s Talk!   I’d love to get to know you!  In return you’ll have a trusted advocate personally working on your behalf to help you meet your personal and family financial goals.