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Peter Lewis

Senior Investment Advisor

  • CFA®
  • MBA
  • BBA (Hons)

Working together to help you achieve what truly matters to you

Peter leads portfolio modelling and business development for Bechtel McIntyre Lewis Wealth Management, and also contributes to portfolio construction and security analysis. He began his banking career in 2002 and brings over 20 years of business experience to his work with clients. As a former executive with one of the largest publicly traded companies in Canada, Peter brings a unique perspective into the needs and preferences of executives, professionals and business owners. Peter has been a CFA® charterholder since 2004 – the globally recognized mark of distinction and benchmark for measuring the expertise, experience and ethics of investment professionals. Peter graduated top of his class in Finance from Brock University and holds an MBA from the Schulich School of Business.


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Bechtel McIntyre Lewis 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: (888) 886-2667
Fax: (613) 544-4398
Branch Office: (613) 544-4226
Branch Fax: (613) 544-4398

 

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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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