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Money Talk
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Peter Park
Portfolio Manager
- CFA®
Committed to understanding your needs and helping you achieve your vision of success
5515 North Service Road Suite 400 Burlington, ON L7L 6G4Map
My goal is to demystify investments to help you achieve what matters to you.
With over 15 years of investment experience, I know how important it is for you to feel heard about your investment concerns and expectations. That’s why I believe it’s essential to learn as much as I can about your story in order to help you define your financial goals.Through my experience working at TD Wealth Private Investment Counsel and TD Asset Management, I’ve worked closely with individuals, families, estates and trusts, institutions, and foundations, to not only provide investment advice but offer customized solutions based on my deep understanding of TD’s products and services.
As your portfolio manager, you can expect
- ongoing discovery,
- timely reporting,
- comprehensive portfolio reviews tailored to you,
- a transparent approach to fees, and
- advice and solutions supported by a team of TD specialists focused on helping you achieve your goals.
Please contact me so that we can begin the conversation.
The boutique investment offering at TD Wealth Private Investment Counsel is a leading professional investment management firm managing over $32 Billion in assets (as of the end of December 2019). The offering is supported by the same high calibre investment methods and rigour used by TD Asset Management with its institutional clients such as pension funds and foundations.
ADDITIONAL CONTACT
Toll Free: (833) 332-3514
Branch Office: (905) 331-2532
LANGUAGES
English
EDUCATION
University of Toronto, BSc., CFA Institute
COMMUNITY INVOLVEMENT
CFA® Society of Toronto, North Toronto Soccer
2020 Tax Campaign
Facts about RRSPs:
● Contributions are deductible against your income for Canadian income tax purposes, subject to your contribution limit, and are not taxed until you withdraw them as needed during retirement (ideally at a lower tax rate).● Taxable withdrawals can be made at anytime, not just during retirement.
● The annual contribution room is 18% of previous year’s earned income up to a maximum contribution limit, subject to pension adjustments.
● Your contribution limit for 2021 can be found on your Canada Revenue Agency Notice of Assessment for 2020.
● The deadline for 2021 contributions is 11:59 p.m., March 1, 2022.
● Contributions made in the first 60 days of a year can be used for the current year’s or the previous year’s tax filing.
Maximum Annual RRSP Contribution Limits
Facts about TFSA:
- TFSAs were introduced in 2009; unused contribution room carries forward to future years.
- If you have never contributed to a TFSA, you could be eligible to contribute up to $81,500 this year.
- Contributions are not income tax-deductible, but investment income earned and withdrawals are tax-free.
- Funds can be withdrawn at any time, subject to the terms of the investments in the plan, and can be recontributed in subsequent years.
- Like an RRSP, a TFSA account can hold cash, mutual funds, stocks, GIC, bonds,and more.
- TFSA withdrawals do not impact certain federal government benefit and assistance programs, such as child tax benefits, Old Age Security or other guaranteed income supplements.
Accumulated TFSA Contribution Room
You will accumulate TFSA contribution room for each year in which, at any time in that year, you were over 18 and a resident of Canada, even if you do not file an income tax and benefit return or open a TFSA.
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We're redefining private wealth management.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Wealth Considerations
Tax Management
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
REQUEST AN APPOINTMENT
You have questions, I have answers. Let's have a quick chat.
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