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Peter Park

Associate Portfolio Manager

  • CFA®

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

My goal is to demystify investments to help you achieve what matters to you.

With over 14 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 $29 Billion in assets (as of the end of June 2018). 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, Royal Canadian Curling Club

Helping you achieve your vision of success

Building net worth banner_ENG.JPG
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.

Implementing tax_efficient strategies banner_ENG.JPG
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.

protecting what matters banner_ENG.JPG
Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

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You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.

Meet The Team

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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