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Peter Dale

Wealth Advisor

  • CPA, CMA
  • CFP®
  • CEA

Committed to understanding your needs and helping you achieve your vision of success

As a Wealth Advisor with TD Private Wealth Management, I work with an exceptional team of Wealth professionals including Portfolio Managers, Investment Advisors and Private Bankers. Together we assist high net-worth families in achieving their financial goals and dreams. The cornerstone of my approach is investing time focusing on the four wealth pillars: building net worth, implementing tax-effective strategies, protecting what matters and leaving a legacy. This approach allows me to prepare a personalized Wealth Strategy, which may include complex credit, estate & high net worth planning, investment management and other sophisticated financial solutions. As an Accountant, Financial Planner and Certified Executor Advisor with over 35 years of retail banking and Wealth Management experience, I bring a vast breadth of experience to every client interaction.

I hold a Bachelor of Commerce - Financial Services Major from the University of Nipissing and am a Fellow of the Canadian Securities Institute, Chartered Strategic Wealth Planner. and recently completed the Canadian Institute of Certified Executor Advisors designation.

I am active in the London and area community as well as participating in charity projects in India and Peru. 

My wife Janis and I have three children and in our spare time enjoy a variety of outdoor sports.

Helping you achieve your vision of success

At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. For more information, click on the image below.

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Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

ADDITIONAL CONTACT

Branch Office: (226) 688-7357

LANGUAGES

English

EDUCATION

Bachelor of Commerce - University of Nipissing

Please join Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that captures our interest today, and the outlook for TDAM Portfolios.

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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.

U.S. election and your portfolio: Don’t let your politics foil your investments

Whether your politics are progressive, conservative, or somewhere in between, letting your political views drive your investment decisions could be detrimental to your bottom line. Kim Parlee speaks with Marko Papic, Chief Strategist at Clocktower Group, and author of, "Geopolitical Alpha"

Don’t let those unexpected savings just sit there

Despite major headwinds in the economy, many Canadians have been saving a record amount of money this year. If you have extra cash right now, here are four ways it can help power your goals.

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from my services?