A Wealth Management Team you can Trust
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.
Advice With a Purpose
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
- 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
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:
Helping you achieve your vision of success