Peter Porfiris
Senior Investment Advisor
CFP®
CIWM
FCSI®
Working together to help you achieve what truly matters to you
Phone
Office Location
At TD Wealth Private Investment Advice, we offer you a complete range of investment and wealth management services. We recognize that financial needs vary throughout your life and that your personal goals evolve over time. We're here to help you take care of all your wealth considerations so that you and your family can stay on track through any of life's transitions.
I have been working in the financial services industry since 1995, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold a Bachelor degree in Commerce from Ryerson University. I also hold the CFP® offered by the Financial Planning Standards Council.
I look forward to working with you.
Phone
Fax
(416) 308-8725
Certificates
CFP®
CIWM
FCSI®
Languages
English
Greek, Modern
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
The Latest at TD Asset Management
To tailor to a client's evolving needs, we have access to the expertise at TD Asset Management. This strategic relationship allows us to deliver legendary client experiences, comprehensive solutions, and timely advice when clients need it most. TD Asset Management Inc. (TDAM) is a leading asset manager in Canada with an expanding global presence.
TDAM: WAAC Perspectives
A monthly update of the outlook from WAAC including the strategic and dynamic asset-class weights by investor profile as determined by the Wealth Investment Policy Committee.
Market Perspectives: AI Eats the World - Themes for 2025
The TD Wealth Asset Allocation Committee provides its latest views on asset classes, where investing opportunities may arise, and future scenarios for global economies and interest rates.
TDAM: Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.