Skip to main content

Anthony Davidson

Vice PresidentInvestment Advisor

What we offer

To help you meet your goals, we take a comprehensive approach that extends beyond investing. We offer you the relevant, customized wealth advice you deserve – and we can do that only by fully understanding you.

As your needs change and evolve over time, we will tailor our services and solutions strategies accordingly. Whether you are building your career or business, or shifting into retirement, we believe that our disciplined planning approach will help make you more confident in your decisions, and more focused on your future.

Our client-centered approach

Our relationship with you is the key to offering you tailored wealth strategies. The insight we gain from working with you is the basis on which we design your unique strategy that fits your goals. We understand what makes your situation different. We actively listen and gather in-depth information to establish a clear understanding of your goals.

We believe that your personal wealth strategy is key to your financial success. However, before we can begin to build your plan, we take the time to develop a deep understanding of you.

Davidson quote.jpg


Understanding you

We start with a deep understanding of who you are, your values and your vision of success. This means reviewing the financial decisions you’ve made over the years, the goals you’ve set for yourself in the years to come, and the ways in which these reflect what is important in your life. To create your personal investment and wealth plan, we leverage our broad expertise to fit your unique needs.

A disciplined approach to investment management

Investment management is one of our key strengths and the cornerstone of every wealth strategy. Our investment philosophy is rigorous, disciplined and comprehensive, with a balanced approach to wealth preservation and growth.

We also draw on the expertise of a variety of TD investment professionals and risk management specialists. They provide our team with economic and market research that helps us not only manage your portfolio, but also identify the opportunities that lie in market shifts.

Getting the appropriate investment advice is a key part of managing wealth. But it’s just one part of a bigger picture. You may also need to manage ongoing finances, minimize taxes or structure your estate in a tax-efficient manner.

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:
TDMM_WebGphc_G_007_1903.jpg
 

Helping you achieve your vision of success


4 pillars 2.jpg

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.

    REQUEST AN APPOINTMENT

    You have questions, I 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.

    U.S. Fed delivers rate cuts and mixed signals

    U.S. Federal Reserve cuts rates, but was divided on whether more cuts are coming this year. What does this mean for the markets? Kim Parlee talks with Scott Colbourne, managing director, TD Asset Management.

    One problem per visit?

    It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

    TD Economics

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

    Monthly Perspectives - The Final Act

    The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

    Current Perspectives

    Trumps, Tariffs and Trade Wars.

    Ask Money Talk - One big family plan

    Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

    Do you know someone who would benefit from my services?