Skip to main content

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.


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.


Branch Office: (226) 688-7357




Bachelor of Commerce - University of Nipissing

    Click here to listen to previous podcasts_banner.jpg 

    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.


    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 - Half Full, Half Empty

    Managing expectations in a post-stimulus environment

    Federal Budget 2019

    Putting the Middle Class in Focus

    Money Talk Life - Giving it your all and then some

    If your work is causing you stress, it may mean more than just burning the candle at both ends. It may affect your health, and the bottom line for your employer. Dr. David Posen, AKA Dr. Calm, talks about the psychology of workplace stress, and what we can do to reign in the pressure.

    Do you know someone who would benefit from my services?