Kawartha Wealth Management

Kawartha Wealth Management

Wealth management that evolves as your needs, priorities and circumstances change over time

Phone

Office

(705) 748-6511

Office Location

830 Monaghan Rd 2nd Floor Peterborough, ON K9J 5K3. map

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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.


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We start with a deep understanding of who you are, your values and vision of success.
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By understanding your situation, we can build your personal wealth strategy by assembling a team of TD specialists to provide the solutions on meeting your financial goals.

·         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

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

Wealth Considerations

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