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Peter Karalis

Vice PresidentInvestment AdvisorPortfolio Manager

  • CFP®
  • CIM®
  • FCSI®

Working together to help you achieve what truly matters to you

As a Vice President, Portfolio Manager and Investment Advisor with TD Wealth Private Investment Advice, I  work with clients to identify their investment planning needs and help them structure their portfolios in ways designed to potentially preserve and grow their wealth. I have been advising clients for over 30 years in the financial services industry. I believe that a conservative, diversified approach to asset management allows me to assist my clients in understanding different investments and strategies as they work toward their future financial needs and goals.  

The cornerstone of my business is one on one relationships with each client, based on trust, communication and a detailed understanding of their needs. By working with other TD Specialists,  we address various scopes of investment, wealth and retirement needs, including discretionary portfolio management, wealth protection and insurance solutions, estate planning strategies, trust services and charitable giving.  

I obtained a Bachelor of Science degree at the University of Toronto and hold the following designations: Fellow of Canadian Securities Institute (FCSI®), Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), Financial Management Advisor (FMA) and Personal Financial Planner (PFP® ) as well as being a Certified Retirement Specialist. Outside the office, my wife and two children keep me busy with a wide variety of sports and activities.  

Please call me today to see if you and your family could benefit from my unique approach to wealth management. 

ADDITIONAL CONTACT

Toll Free: (800) 322-1777
Fax: (905) 707-2049
Branch Office: (905) 707-2021
Branch Fax: (905) 707-2049

Additional Information

Behavioural Finance 
Uncover what drives your decisions

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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.

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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.

Ottawa unveils massive stimulus plans as economic recovery loses momentum

Ottawa released an update on the health of the country’s finances, revising up its projected deficit this year to $382 billion.  Anthony Okolie speaks with Derek Burleton, Deputy Chief Economist, TD Bank, about the magnitude of the deficit and the outlook for economic recovery. 

Tax-Loss Selling

Chris Gandhu, High Net Worth Planner at TD Wealth, joins Kim Parlee to talk about tax-loss selling.

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?