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Peterborough Wealth Advisory Group

Working together to help you achieve what truly matters to you

A Wealth Management Team you can Trust

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At Peterborough Wealth Advisory Group our team, lead by Tony Davidson, has more than 60 years of industry experience in both wealth management and business banking. We work with you to discover what truly matters and deliver a tailored investment and wealth management strategy that can help you achieve your goals. 

Each person's needs are truly unique and our goal is to offer you the relevant, customized wealth advice you deserve - and we can only do that by getting to the heart of what matters most to you. That's why we take a unique approach to understanding you, your family and your values. We want to discover what is important to you, the things in your life which make up your financial DNA.

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Did you know that investors who work with an Investment Advisor out perform those who Direct Invest by 3% per year on average*? 

People who invest without professional advice can often take on too much risk on their investments or not be properly diversified. There can be a tendency to hold on to a stock too long or not change investments in time to protect from or take advantage of market conditions.

By working with Peterborough Wealth Advisory Group we provide value by putting structure & systems in place to keep your goals on track by:

Providing Investment Counselling
  • Select only what we believe to be the most cost-effective, tax-effective  and best-suited investments for your portfolio
  • Invest with purpose, with an asset allocation that reflects your goals and priorities
  • Maintain a risk-return balance that aligns with your risk tolerance
Help retirees:
  • Meet their lifestyle needs while preserving wealth for set goals
  • Create an estate plan that reflects their priorities by introducing them to a TD specialist who can provide them with their expertise
  • Set up trusts and savings programs for younger family members
Working with professionals:
  • Grow your wealth for the purpose of retirement and other goals
  • Define a suitable risk-reward balance for your portfolio
  • Identify insurance strategies to help protect against liability
  • Make a smooth transition into retirement with tax and cash flow strategies
*Putting a Value on Your Value: Quantifying Vanguard Advisor's Alpha ® , Vanguard Research, February 2019

Integrated wealth services 

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We take an integrated approach, bringing in other TD specialists as required to develop a custom wealth strategy. We assemble as a team in developing the solutions you require, such as:

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Helping you achieve your vision of success

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ADDITIONAL CONTACT

Branch Office: (705) 748-2558
Branch Fax: (705) 748-3887

Meet The Team

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You have questions, we 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.

Where to find growth opportunities in sustainable investing

Interest in sustainable investing is at an all-time high. And as governments take steps to address climate change, opportunities are being created for investors. Kim Parlee speaks with Damian Fernandes, Portfolio Manager, TD Asset Management, about some emerging trends to focus on.

5 reasons to get your Will done

The fees involved in writing your Will may be an obstacle to getting it done. However, you may be surprised to learn that dying without a Will could cost your estate even more in legal fees and missed opportunities. November is Make a Will month for many Canadians and Kim Parlee talks to Georgia Swan, a Tax and Estate Planner with TD Wealth, on how a Will can actually save you money in the long run.

TD Economics

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

Monthly Perspectives - June 2021

With vaccination rates rising and case counts falling, investors can finally see a clearing up ahead — the proverbial light at the end of the tunnel.

UN’s dire warning on climate change. What are the implications for investors?

A landmark U.N. report delivers its starkest warning yet on climate change, calling it a “code red for humanity”. Anthony Okolie talks with Priti Shokeen, Head of ESG Research and Engagement, TD Asset Management, about the opportunities and risks for investors.

Ask MoneyTalk: How can I protect myself when lending money to my kids?

Many moms and dads lend their children money for their first homes. But parents may actually cause harm to their own financial picture if they fail to plan the loan carefully. Kim Parlee talks to Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, about how you can protect yourself and avoid family rifts.
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