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Peterborough Wealth Advisory Group

"Working together to help you achieve what truly matters to you"

  • 360 George Street North Unit 63, Peterborough Square Peterborough, ON K9H 7E7Map

A Wealth Management Plan 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 will help 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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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

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    Meet The Team

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

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    Monthly Perspectives - Tiger and Bull

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    Putting the Middle Class in Focus

    Money Talk Life - Giving it your all and then some

    If your work is causing you stress, it may mean more than just burning the candle at both ends. It may affect your health, and the bottom line for your employer. Dr. David Posen, AKA Dr. Calm, talks about the psychology of workplace stress, and what we can do to reign in the pressure.

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