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Adam Peters

Branch Manager

  • FCSI®
  • CPA, CA
  • CIM®

Working together to help you achieve what truly matters to you

As a TD Wealth Branch Manager, I lead a diverse and inclusive team of Investment Advisors and Portfolio Managers charged with seeking to exceed clients’ needs for asset accumulation, preservation and growth in Vancouver.

Our investment philosophy is based on understanding goals, disciplined planning, insightful advice and effective risk management. This philosophy helps us manage risk and navigate an ever-changing investment landscape.

Prior to my role as Branch Manager, I led the Private Banking, Private Trust, Wealth Insurance Services and Wealth Advisory Services for TD Wealth in Atlantic Canada.

Prior to joining TD, I was with Grant Thornton Chartered Accountants in Halifax.

I live in North Vancouver with my wife Amy and our two sons.

ADDITIONAL CONTACT

Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427

LANGUAGES

English

EDUCATION

CICA In-Depth Tax Course, Saint Mary's University (B.Comm), Chartered Accountant, Certified International Wealth Manager

COMMUNITY INVOLVEMENT

Previously served as Treasurer for Mic Mac Amateur Aquatic Club and Autism Nova Scotia.

 

Meet The Team

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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.

Money Talk

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U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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