Peter Karalis
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Office Location
As a Senior Portfolio Manager and Senior 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® ). I also hold the Certificate in Retirement Strategy. 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.
Phone
Fax
(905) 707-2049
Certificates
CIM®
CFP®
FCSI®
Your Goals, Our Priorities
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
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.
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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.
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Money Talk
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