Skip to main content

Peter Lewis

Investment Advisor

  • CFA®

"Working together to help you achieve what truly matters to you"

Peter began his banking career in 2002 and brings over 20 years of business experience to his clients. As a former executive with one of the largest publically traded companies in Canada, Peter brings a unique perspective into the needs and preferences of executives, professionals and business owners. Based in Kingston and serving clients across Ontario, Peter provides access to a comprehensive range of services to help high net worth families build and protect their wealth.

Peter has been a CFA Charterholder since 2004, the gold standard of industry designations. The Chartered Financial Analyst (CFA) credential is the globally recognized mark of distinction and benchmark for measuring the expertise, experience, and ethics of serious investment professionals. Earning it demonstates mastery of a broad range of practical portfolio management and advanced investment analysis skills. Peter is also a life-licensed agent, qualifying him to advise clients on tax-deferral, risk management, and complex estate-planning strategies through the use of life insurance. Peter graduated top of his class in Finance from Brock University and also holds an MBA from the Schulich School of Business.

Having five children of his own, Peter is committed to volunteering for children's causes, and has actively fundraised for various children's charities. He lives in Kingston with his family and enjoys fitness and a healthy lifestyle.

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Can your kids afford to inherit the family cottage?

Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

Stashing Your Cash

Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

Do you know someone who would benefit from my services?