Michael Peters
Senior Investment Advisor
B.Comm.
CIWM
FCSI®
Working together to help you achieve what truly matters to you
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Office Location
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.
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Certificates
B.Comm.
CIWM
FCSI®
Languages
English
Education
University of Alberta B.Comm. Finance
Community Involvement - CMHA
In 2025, Michael rode in the CMHA Ride Don't Hide Kelowna event in June and the inaugural "Ride on 2025" event for the Canadian Cancer Society in August. He will be riding in both events again in 2026. For more information, please visit:
https://cmha.donordrive.com/home
https://fundraisemyway.cancer.ca/participants/51917
Michael participated in the BC Ride to Conquer Cancer event in 2016, 2017, 2018, 2019, 2021, 2022, 2023 and 2024; personally raising over $25,000 for cancer research. The 2020 ride was cancelled due to COVID and the event was renamed in 2021 to The Tour De Cure. The final year for the ride was 2024.
Your Goals, Our Priorities
We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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