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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.

Proudly supporting Kamloops and the BC Interior.

We look forward to learning about your vision.

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


Eric    and    Keith
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ADDITIONAL CONTACT

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

Top 10 Davis Wealth Management Articles: 

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Click here for additional articles Posted on Kamloops This Week 

Community Involvement: 

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. All trademarks are the property of their respective owners. ® The TD logo and other trade-marks are the property of The Toronto-Dominion Bank.

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

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.

Is your DNA the next big thing in healthcare?

Will genomic medicine drive the next large wave of innovation in health care? Tarik Aeta, Healthcare Analyst, TD Asset Management, shares his take on the genomics revolution.

What should I do if there’s a recession?

I keep hearing experts say we may have a recession. Should I get my money out of the market?

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.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Monthly Perspectives - The Three Chiefs

These are interesting times for the global economy and financial markets.

Do you know someone who would benefit from our services?