Contact Peter Lewis Please share a little about yourself and how I can help.
Email mePlease share a little about yourself and the best way I can reach you.
Request an appointment
Please complete the information below and I will contact you shortly
your message has been sent to Peter Lewis
Contact Peter Lewis
Please share a little about yourself and how I can help.
Email me
Please share a little about yourself and the best way I can reach you.
Thank you for connecting with us. A TD Wealth advisor will contact you to discuss your specific financial needs.
Your contact information
Name
Email
Phone
The details you shared
Request an appointment
Please provide the information below and you will be contacted soon by a TD Wealth advisor.
Thank you for connecting with us. A TD Wealth advisor will contact you to discuss your specific financial needs.
Your contact information
Name
Email
Phone
Best time to call you
Preferred appointment dates
Comment
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.
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.
advisors.td.com/peter.lewis
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.
Do you know someone who would benefit from my services?
Share my profile
peter.lewis@td.com
Mailing List
Receive content from TD Wealth
To better serve you, TD Wealth has created material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services to help you reach your financial goals. Sign up today to receive the latest news and information from TD Wealth.
If you no longer wish to receive our emails, please use the unsubscribe link above.
By clicking Unsubscribe, you will no longer receive material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services via email and/or standard mail .
By clicking Submit, you agree to receive material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services via e-mail and/or standard mail from based on the information you provided. If you wish to unsubscribe at any time, you can use the Unsubscribe Form on this page or the Unsubscribe link in any email communication received from .