Peter Park
Portfolio Manager
CFA
Committed to understanding your needs and helping you achieve your vision of success
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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.
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.
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Certificates
CFA
Languages
English
Education
CFA Institute
Community Involvement
North Toronto Soccer
Achieve what truly matters to you
Our Solutions
Investment Planning
Retirement Planning
Transfer of Wealth
Nick & Justina – Business owners teaming up with TD Wealth
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
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.
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