Andrew Peat

Andrew Peat

Senior Portfolio Manager

CFA®

Sound investment advice built to help weather all market conditions

Phone

Office

(416) 308-2960

Mobile

(800) 615-2350

Office Location

66 Wellington Street West 2nd Floor - TD Tower Toronto, ON M5K 1A2. map

Andrew guides clients to make informed decisions with respect to investment policy, asset allocation, and designs and manages discretionary investment portfolios according to the industry's highest ethical and professional standards.

Andrew joined TD in 1997 and has been a Portfolio Manager since 1999. For two years, Andrew served on Private Investment Counsel's Strategic Council as well as the Investment Committee, which is responsible for the design and monitoring of the firm's investment mandates.

As a serious and objective steward of his clients' wealth, Andrew strives to provide meaningful insight and advice and develop long-term relationships based on trust and mutual understanding with the ultimate goal of generating positive outcomes. While analytical and detail-oriented, he serves clients in an attentive and straightforward manner.

Andrew holds an Honours Bachelor of Arts degree in Economics from Queen's University and is a Chartered Finanacial Analyst charterholder. He is currently the Treasurer of Oriole Nursery School.

Andrew lives in mid-town Toronto with his wife and two daughters.

Certificates

CFA®

Languages

English

Achieve what truly matters to you

We offer wealth and investment management solutions to a select group of clients. Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian individuals and families and we understand their distinct needs. We also understand that one size doesn't fit all, and that personalizing your wealth strategy involves taking the time to really get to know you and your vision for the future.

Our Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

What We Do

What to expect when working with us

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Personalized Strategies

Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Our Clients

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Healthcare Practitioners

As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.

Asian Segment

Whether you are new to Canada or established Asian Canadians, we have colleagues who understand your unique financial needs, and the tools and resources to help you with your real estate lending, investment solutions, retirement planning, estate and trust planning, as well as philanthropic giving, business expansion, succession, and tax planning.

Multi-Generational Family

You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.

Market Commentary

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

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Can I split a capital gain 50/50 with my spouse?

Thinking about splitting a capital gain with your spouse to reduce the tax impact? It might not be that simple. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to discuss what you need to know, as well as tax planning ideas to consider before disposing of an asset.

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Joint accounts and estate planning: Mistakes to avoid

Joint accounts can be a convenient tool between spouses or to help a senior parent manage finances. But what happens when a joint account is used as an estate planning strategy?

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Will you spend $42,000 per year to support your child's dream?

The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability.