supplied
Senior Investment Advisor, Senior Portfolio Manager, CIM, FCSI
TD Wealth
5140 Yonge Street, Toronto, Ontario M2N 6L7
Team Assets (Custodied)
$820-million
Typical Size of Household Accounts
$1-million -
$5-million
Minimum Account Size for New Business
$1-million
Typical Net-Worth of Relationships
$2-million -
$5-million
Peter has been transforming families’ and organizations’ attitudes towards wealth stewardship since 1992. He is committed to building one of Canada’s finest advisory teams to provide exceptional experiences for clients through tailored, total wealth strategies that help people build and protect the financial future they envision. Peter has consistently demonstrated his commitment to client service and understanding of his clients’ goals and aspirations.
Peter is the co-principal and co-lead Senior Portfolio Manager for the MK Total Wealth Management Group at TD Wealth Private Investment Advice. MK Total Wealth Management Group is not just the name of their investment advisory group. It describes and defines their strategic approach to holistic wealth management.
Peter earned a Bachelor of Commerce and Finance degree from the University of Toronto. He holds the Chartered Investment Manager CIM® designation and specializes in providing portfolio management solutions to his clients. Having also earned the Fellow of the Canadian Securities Institute FCSI® designation, Peter is recognized as an elite member of a group of experienced professionals who meet and exceed the highest standard for advanced education, ethical conduct, industry experience and peer endorsement. This designation is the highest honour and most senior credential in the Canadian financial services industry.
Happily married since 1997 with two beautiful children, all of his spare time is focused on his family and friends.
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