Davidson Wealth Advisory Group, Investment Advisor,Peterborough, ON

Office Location

830 Monaghan Rd 2nd Floor Peterborough, ON K9J 5K3. map

A Wealth Management Team you can Trust

At Davidson Wealth Advisory Group our team, lead by Michael Davidson, has more than 30 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. Our business is all about building relationships with you, our client. We want to be there to help guide you through life's big events and share in your personal milestones.

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 Davidson 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, July 2022

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

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Monthly Perspectives: The Perfect Gift

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Advice With a Purpose

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.