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Peter Murphy

Investment Advisor

  • CFP®
  • CIM®

Tailored solutions in tune with your needs and the needs of those you care about

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Every Investor is unique and deserves customized advice.  

We work with our clients in developing comprehensive wealth plans. This holistic approach leverages TD specialists, while working in concert with our clients' tax professionals and legal advice. By engaging TD specialists we can help ensure that our clients receive sound risk management, tax minimization and estate protection strategies.We believe in life long wealth creation with a focus on quality investments that are designed with the objective to provide quality returns. All positions are actively monitored and changes are made - in conjunction with our clients - as fundamentals change. Over the past 25 years I have worked in a variety of Wealth Management roles including; Financial Advisor, Financial Services Manager, Investment Wholesaler and now as a full service Investment Advisor holding the CFP® and CIM® designations. Put my dedication and experience to work for you.     

ADDITIONAL CONTACT

Branch Office: (250) 470-3010
Branch Fax: (250) 470-3015

LANGUAGES

English

EDUCATION

Canadian Securities Institute, Chartered Investment Manager (CIM)

COMMUNITY INVOLVEMENT

My wife and I are supporters of BC Child Welfare, Community Soccer and Autism Okanagan.

2019 Federal Budget: Perspectives from across TD

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The government released the 2019 Federal Budget on March 19th. The budget proposes new measures geared towards helping new home buyers, Registered Disability Savings Plan beneficiaries, and farmers and fishers. Click more to learn about the 2019 budget and its plan to invest in the middle class ahead of October's election.

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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.

High risk equals higher returns? Think again.

When it comes to investing, you don't necessarily have to take on more risk to get better returns. Jean Masson, lead, quantitative research and development in low-volatility equity funds at TD Asset Management weighs in.

Selling your business: Is an earn-out right for you?

Selling a small business usually involves an earn-out — a deal that links the sale price to future benchmarks the business has to hit. Georgia Swan, a Tax and Estate Planner with TD Wealth, explains what a seller needs to know and what pitfalls to avoid.

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Monthly Perspectives - The Three Chiefs

These are interesting times for the global economy and financial markets.

Do you know someone who would benefit from my services?