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Peter Worsley, FCSI®
Portfolio Manager, Inestment Advisor,
In 1996, Peter entered the Investment Industry by joining Yaletown Futures Group as an Account Executive. After establishing himself in the futures business, he and his partner branched out on their own to co-found Meridian Futures Ltd. In 2000, Peter expanded his business by joining Merrill Lynch Canada Inc, as a Financial Consultant, part of their Private Client Group. From there, he moved to National Bank Financial where he earned his FCSI® designations. Later, he became one of the firm’s Associate Portfolio Managers. Peter uses his extensive knowledge to provide clients with what he believes to be extraordinary wealth management advice. Combined with the outstanding reputation and vast array of services available at TD Bank Group, Peter is able to cater to the distinctive needs and investment styles of his clients.
Bonnie Liu, B.Comm.
Client Service Associate
Bonnie Liu joined TD Wealth Private Investment Advice in 2013 as a Client Service Associate following her time as a Service Associate at Citi Bank. Bonnie graduated from University of Victoria in 2005 and has been working in retail banking industry since graduation. Six years of work experience in retail banking has allowed her to better understand and cater to each client's individual needs. She is dedicated to providing exceptional client services to diversified client groups and delivering a strong, consistent client experience to meet and exceed clients’ expectations.
The Worsley Wealth Management Team consists of Peter Worsley, Portfolio Manager and Investment Advisor. Worsley Wealth Management Team is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund. ® The TD logo and other trade-marks are the property of the Toronto-Dominion Bank.
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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.