Peter Park, Portfolio Manager,Burlington, ON

Phone

Office

Office Location

5515 North Service Road Suite 400 Burlington, ON L7L 6G4. map

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.

Phone

Toll Free

(833) 332-3514

Certificates

CFA

Languages

English

Education

CFA Institute

Community Involvement

North Toronto Soccer

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.

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Investment Planning
Retirement Planning
Transfer of Wealth

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.

Let's Connect

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.

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

Achieve what truly matters to you

Our Solutions

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.