Davis Wealth Management Team
Invest Well. Live Well.
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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 help 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.
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Davis Wealth Management Team
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. In addition, you can benefit from the strength and resources of TD Bank Group.
Primarily supporting the BC Interior and Yukon.
We look forward to learning about your vision.
"It’s your money and our reputation. We take both seriously."
From Eric, Keith and Heidi
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Why Choose Us?
Investment Planning
Your Personal Chief Financial Officer
