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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

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

    REQUEST AN APPOINTMENT

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

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