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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.
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.
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.
As the team’s chief relationship manager, Brian keeps the lines of communication open with our valued clients. In addition, he contributes to our team’s portfolio management and security selection. Brian has been providing customized wealth management solutions in Kingston for more than 25 years.
Richard has worked in the industry since 1994 and joined our team in 2001. His main role is executing trades on behalf of clients, including contributions, withdrawals and any rebalancing required for each specific portfolio. Richard graduated with a Bachelor of Commerce from Queen’s University in 1994.
Laura began her career in the industry in 1987 as a Branch Administrator at ScotiaMcLeod. She moved to TD Wealth Private Investment Advice with Glenn and Brian in 2001. Laura is responsible for overseeing day-to-day operations, including opening accounts, preparing materials for client reviews, responding to client inquiries, implementing policies and procedures, and monitoring the team.
Jonathan joined our team in 2018. He handles client requests for disbursement of funds and assists with account openings and other administrative duties. Jonathan has developed and implemented several processes and tracking methods for our business, including transfers, contributions and service models.
Rileigh joined the team in 2020. She has been part of the TD Wealth team for several years and has provided administrative support to the branch and other advisory teams. She has quickly fit in with our team and our philosophy of offering exceptional customer service. She is a graduate of the University of Ottawa and holds a certificate in Entrepreneurial Business Management from Loyalist College.
Jamie supports modelling and analytical operations. He brings experience in private wealth management, along with formal qualifications in socio-political and macroeconomic analysis. He holds a Graduate Diploma in Business from Queen’s and a M.S. degree from the University of Edinburgh.
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