Michael Peters, Investment Advisor, Kelowna, BC

(250) 717-8135Telephone number
1633 Ellis Street Suite 410 Kelowna, BC V1Y 2A8Map

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

Quarterly Newsletters

Past Issues

Spring 2019; Perseverance & Investing
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

Part of Bellerive Peters Wealth Management

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.

What is Behavioural Finance

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.

Meet The Team

Nikki Anderson

Client Service Associate

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Canadians Investing in U.S. Equities

Investor or Trader? Your Taxes May Differ

Potential Benefits of Consolidating Your Assets

REQUEST AN APPOINTMENT

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

Request appointment

Additional TD Specialists

Mark RogersEstate Planning Advisor

Richard WhiteTrust Officer

Treva Newton Tax and Estate Planner

Dugan BattenHigh Net Worth Planner

John NicollsBusiness Succession Advisor

Jo-Anne RyanVice President, Philanthropic Advisory Services

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.

Recession is coming. Maybe?

A powerful predictor of future recessions sparked fears of an economic downturn and triggered a massive sell-off in the stock market. Scott Colbourne, managing director at TD Asset Management explains just what the bond market is signaling and more.

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One problem per visit?

It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

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