Kawartha Wealth Management

Kawartha Wealth Management

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



(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

Market Commentary

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TD Economics

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


Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office


Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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Federal Budget 2024: How proposed new taxes and spending could impact the economy

The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. Derek Burleton, Vice President and Deputy Chief Economist at TD, speaks with Greg Bonnell about the economic implications.
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Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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