Skip to main content

Peterborough Wealth Advisory Group

Working together to help you achieve what truly matters to you

A Wealth Management Team you can Trust

green_divider_line_03.jpg

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.

TD Logo.png


Advice With a Purposegreen_divider_line_03.jpg

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 

green_divider_line_03.jpg

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:

TDMM_WebGphc_G_007_1903.jpg


Helping you achieve your vision of success

green_divider_line_03.jpg


4 pillars 2.jpg

ADDITIONAL CONTACT

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

Meet The Team

REQUEST AN APPOINTMENT

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.

Investing in the next decade: The future is green

The current geopolitical and policy climate suggests sustainability, and specifically green tech, may be a key investment thesis going forward. Kim Parlee speaks with Marko Papic, Partner and Chief Strategist at Clocktower Group, about the big investment themes in the decade ahead.

Looking for light: Mental health during COVID-19

For many Canadians, this winter will present some unique emotional challenges. If you're struggling, here are a few things to consider.

TD Economics

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

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

5 super cool facts about your TFSA

Many Canadians love their Tax-Free Savings Accounts and no wonder — they are one of the best tools available to save for your financial goals. Here are five amazingly cool things you may not know about your TFSA.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

Do you know someone who would benefit from our services?