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Davis Wealth Management

Invest Well. Live Well.

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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

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Click below for previous articles:

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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.

Capitalizing on market uncertainties

With less than two weeks to go before the U.S. elections and a second COVID-19 wave underway, there are plenty of headlines. But has the market properly priced in the risks? Kim Parlee speaks with Ben Gossack, portfolio manager, TD Asset Management on how to capitalize on the uncertainties.

Pandemic exodus: Is it time to move to the country?

Canadians who are working from home for the long haul may be thinking about trading their expensive houses in the city for more balanced lifestyles in the country. Kim Parlee speaks with Zeljka Walker, an Investment Advisor with TD Wealth, about the pros and cons of an urban exodus and what to consider before you sell.

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from our services?