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Michael Peters

Investment 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

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Past Issues

Summer 2020: Maintaining a Longer-Term View
Spring 2020: Maintaining Perspective During These Uncertain Times

Winter 2020: S&P/TSX Composite at 1,000,000?

Autumn 2019: We, the North

Summer 2019: The Art of Being Patient

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



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Bellerive Peters Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank

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 BC Ride to Conquer Cancer event in 2016, 2017, 2018, and 2019; personally raising over $20,000 for cancer research.

Helping you achieve your vision of success

We take the time to get to know you and understand your vision for the future. Our team of professionals can work with you and your family to develop an effective plan to help you make that vision a reality.

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.

Investing in pandemic-driven tech trends that are here to stay

The pandemic has brought a surge in certain technology trends. With vaccines now in sight, which pandemic-driven tech trends may have staying power? And how can investors continue to ride the wave? Kim Parlee speaks with Vitali Mossounov, Global Technology Analyst at TD Asset Management.

How might U.S. tax changes impact Canadians?

President-elect Joe Biden campaigned on a tax policy platform that would raise tax rates on wealthier Americans. Chris Gandhu, a High Net Worth Planner with TD Wealth, talks to Kim Parlee about what changes may be in store and how Canadians with assets in the U.S. can prepare for them

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from my services?