Kawartha Wealth Management
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Our diverse advisory team offers over 90 years of combined experience within the industry providing our knowledge and experiences to individuals, their families, and businesses. Our relationship with you helps builds tailored made customized wealth strategies. Every situation is different, and we actively listen to gaining in-depth information to establish clear understanding of your goals. Taking the time to build a deep relationship with you is the key to building a personal wealth strategy for your financial success.



· A retirement plan
· Tax mitigation strategies
· Business succession advice
· Private banking solutions
· Customized credit
· Asset protection strategies
· Philanthropic planning
· Estate and Trust services
Our Services
Retirement Planning
Will and Estate Planning
Investment Planning
Healthcare Practitioners
Entrepreneurs / Business Owners
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Estate planning basics
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Estate planning basics
An estate plan can help ensure your wishes are fulfilled if you become incapacitated and when you pass away. Here’s what you should know about building one.
Buying a home on your own: Ideas for a challenging market
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Buying a home on your own: Ideas for a challenging market
Despite ongoing affordability issues, almost half of first-time homebuyers say they want to apply for a mortgage on their own. If you're one of them, here are a few ideas to help you get started.
Mark Carney leads Liberals to victory: Now what?
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Mark Carney leads Liberals to victory: Now what?
Mark Carney and his Liberal Party have won a fourth term in Canada’s federal election. The new Carney-led government will take the helm amid ongoing political and economic uncertainty. MoneyTalks’ Kim Parlee speaks with Frank McKenna, Deputy Chair, Wholesale Banking at TD Bank Group and Beata Caranci, Chief Economist with TD, about the election results, relations with the U.S., and the road ahead for Canada’s economy.