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Michael Peters

Vice PresidentInvestment AdvisorCertified Retirement Specialist

  • B.Comm.
  • CIWM
  • FCSI®

"Working together to help you achieve what truly matters to you"

At TD Wealth Private Investment Advice our objective is to help you plan for the various aspects of your financial future.

Working together to help you achieve your goals - whether you are investing for yourself, your family, your business or your organization - We can provide you with tailored investment solutions to help you build and achieve your specific goals. We can offer comprehensive wealth management advice to help guide you through today’s increasingly complex marketplace. 

We also work in collaboration with additional TD Specialists. These TD Specialists can assist clients in the areas of wealth protection and insurance solutions, estate planning and trust services, and charitable giving strategies; working together to help you grow, protect and enhance our clients’ financial lives. 

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    Retirement Planning

    Asked to be an executor
    Putting a Value on your Value
    The Power of Staying Invested
    The Rise and Fall of Emotional Investing


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    Quarterly Newsletters

    Autumn 2018; Investing & the Art of Discipline
    Summer 2018; Why Pessimism Can Prevail
    Spring 2018; Volatility Returns
    Winter 2018; Skipping Prediction Season
    Autumn 2017; Expect the Unexpected
    Summer 2017; The Psychology of Investing
    Spring 2017; Focus on What You Can Control
    Winter 2017; Certainty in an Age of Uncertainty
    Autumn 2016; The Importance of Risk Control


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    ADDITIONAL CONTACT

    Toll Free: (877) 717-6465
    Branch Office: (250) 470-3010
    Branch Fax: (250) 470-3015

    LANGUAGES

    English

    EDUCATION

    University of Alberta B.Comm. Finance

    COMMUNITY INVOLVEMENT

    Michael has participated in the Ride to Conquer Cancer for the last three years and has personally raised over $15,000 for cancer research in B.C.

     

    We're redefining private wealth management.

    At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

    REQUEST AN APPOINTMENT

    You have questions, I have answers. Let's have a quick chat.

    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.

    MoneyTalk Investing

    Cut out the noise.
    Hear what matters.
    Watch our top story now

    MoneyTalk Life

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

    TD Economics

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

    Monthly Perspectives - Special Autumn Edition

    Markets, are akin to biological systems. They have good and bad days, they learn, they adapt … and sometimes they get a bit sick.

    Money Talk Life - The wealth you'll share

    In the years to come, trillions of dollars will move from one generation to the next. Are you confident your family and loved ones will receive the assets you intend for them?

    Money Talk Life - Money from above

    In the years to come, many millennial-aged Canadians will inherit money from their loved ones. The question is: What will they do with it?

    Do you know someone who would benefit from my services?