Andrew Peat
Senior Portfolio Manager & Senior Investment Advisor
CFA
Sound investment advice built to help weather all market conditions
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As a Senior Portfolio Manager, Andrew provides investment management and wealth planning to high-net-worth individuals and families, trusts, corporations, and charitable organizations.
In 1999, Andrew joined the TD management training program, and in 1999 moved to TD Trust, the predecessor of TD Wealth Private Investment Counsel. Over 25 years in the investment management industry, Andrew has forged meaningful and successful long-term relationships with his clients, based on trust, mutual understanding, and a commitment to professionalism and excellence.
As a serious steward of his client's savings, Andrew strives to maximize the odds of success with a determined focus on controllable factors, such as planning, preparation, and commitment to a proven, adaptive investment process, one that emphasizes asset allocation, disciplined security selection, broad diversification, downside risk management, regular rebalancing, cost minimization, tax efficiency, and sustainable withdrawal rates.
Andrew helps his clients make sound financial and non-financial decisions over their lifetimes, and to prepare for the chaotic nature of markets (and life) – which presents both risks and opportunities in the long-term preservation of their savings.
Andrew views himself as both a curator and problem solver. His craft is to tailor investment portfolios and the planning process to his clients, addressing their unique and most important priorities. In his view, an "optimal" portfolio is best defined as the portfolio each client can live with through economic and market cycles. His background in the arts, sports, business, and social sciences provides a versatility from which he can view investing from multiple perspectives and relate to clients of different backgrounds.
Highly analytical and curious, Andrew is fully immersed in the stimulating and ever-changing investment profession, and committed to the continuous pursuit of knowledge on behalf of his clients.
Andrew holds an Honours Bachelor of Arts degree in Economics from Queen's University and is a Chartered Financial Analyst charterholder.
Andrew lives in mid-town Toronto with his wife, a professional artist, and two daughters.
Certificates
CFA
Languages
English
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