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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 Wealth Private Banking, I have a team of banking and credit professionals to provide a select group of clients and their families with tailored financial counsel and services. I have led an extensive career that has spanned over 34 years, specializing in advising high-net-worth clients and their families. As a dedicated wealth planner, I design comprehensive banking, personalized short- and long-term lending, and flexible credit packages for my clients.

Through TD Wealth Private Banking, I work with a team of specialists that can provide me a range of services – including investments, estate planning, and trusts – to meet each client's specific needs. To ensure personalized service and attention to detail, my team and I work with a limited number of clients. This focused approach allows the team to spend more time simplifying our clients' lives, working when necessary with their other professional advisors to deliver integrated financial solutions. I hold designations including CPA, CMA, CFP, CIWM, FMA, FCSI and B. Comm.

ADDITIONAL CONTACT

Branch Office: (226) 688-7357

LANGUAGES

English

EDUCATION

Bachelor of Commerce - University of Nipissing

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.

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You have questions, I have answers. Let's have a quick chat.

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