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Peter Park

Associate Portfolio Manager

  • CFA®

Committed to understanding your needs and helping you achieve your vision of success

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Peter Park

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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.
My three children often ask me, “Dad, can you help?” Now is my chance to help you. Let's work together to 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

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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 2020 can be found on your Canada Revenue Agency Notice of Assessment for 2019.

●     The deadline for 2020 contributions is 11:59 p.m., March 1, 2021.

●     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

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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 $75,500 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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Meet The Team

Simone Taddeo





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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

Retirement Planning

Passing on Your Wealth

Investment Strategies

Protecting Your Assets

Banking and Credit Management

Education Funding

Planning for Major Purchases

Charitable Giving

Business Succession Planning

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.

Request appointment

Additional TD Specialists

Christopher KostoffTax and Estate Planner

Dale DurandBusiness Succession Advisor

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

BoC holds rates steady, sees brighter economic outlook amid vaccine rollout

The Bank of Canada kept its key policy rate unchanged, noting the medium/long-term outlook for the Canadian economy had improved. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the impact of this lower for longer interest rate policy.

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Looking for light: Mental health during COVID-19

For many Canadians, this winter will present some unique emotional challenges. If you're struggling, here are a few things to consider.

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TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

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Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

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5 super cool facts about your TFSA

Many Canadians love their Tax-Free Savings Accounts and no wonder — they are one of the best tools available to save for your financial goals. Here are five amazingly cool things you may not know about your TFSA.

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The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

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