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Davis Wealth Management

"Working together to help you achieve what truly matters to you"

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Why Choose Us?

You have our commitment to help you achieve what truly matters. What sets us apart is not what we do but how we do it .You can expect an honest and proactive relationship that helps provide stability.

We are like your personal Chief Financial Officer (CFO) and work to maintain and enhance the lifestyle you envision. You can rely on us to seek opportunities and help avoid pitfalls through the various stages of your life. Clients receive a customized investment and wealth plan and not a "cookie cutter" solution. Our client base is intentionally kept small to help ensure your needs are continually met.

Everyone today is busy. As a Portfolio Manager, Eric has the ability to build portfolios and capitalize on opportunities as they present themselves, always acting within your risk parameters and reviewing the actions we've taken at regular meetings. Lastly, you can benefit from the strength and resources of TD Bank Group - one of the world's largest and safest banks as well as a leader in customer satisfaction.

We look forward to learning about your vision.

Eric and Keith

"It’s your money and our reputation. We take both seriously."




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Davis Wealth Management Team is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Toll Free: 1(866) 377-1511
Branch Office: (250) 314-5121
Branch Fax: (250) 314-5125

Meet The Team

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

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Market Commentary

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MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Market Outlook Q2 2018

The global economy remained fundamentally strong as we entered 2018. Growth in 2017 was at the fastest pace since 2010 and was broad-based with the U.S, Canada, Europe and China all posting strong gross domestic product (GDP) numbers.

Cold, hard facts

What goes up, must come down
Cold, hard facts are observed certainties. They are truisms derived by experience. A great example of this is Tessa Virtue’s and Scott Moir’s dazzling, breathtaking, gold-winning blend of athletic power and artistic grace; so is the fact that I have no idea what a Choctaw turn, twizzler, flutz, kiss and cry, lutz jump or triple Salchow are.

The Boomerang Bind

With high youth unemployment and rising real estate values, more adults are bunking with Mom and Dad. But without proper planning, supporting your grown children may put your finances at risk.

Do you know someone who would benefit from our services?