Davis Wealth Management Team

Davis Wealth Management Team
Davis Wealth Management Team

Invest Well. Live Well.

Contact Us

Office Location

301 Victoria St., Suite 350 Kamloops, BC V2C 2A3. map

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.

Phone

Toll Free

1(866) 377-1511

Branch Phone

(250) 314-5121

Branch Fax

(250) 314-5125

Achieving What Truly Matters

We believe meaningful advice starts with understanding you. Your goals, your family and your vision for the future help shape the guidance we provide. Through an ongoing relationship and thoughtful planning, we work with you to keep your wealth aligned with what matters most throughout every stage of life.

 

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.

®The TD logo and other TD trademarks are the property of The Toronto-Dominion Bank or its subsidiaries.

Interview with Money Talks January 2026

Eric answers 5 questions about Total Wealth Management:

  1. Why Eric became an advisor (0:30)
  2. Investment Philosophy (1:31)
  3. Tailoring Total Wealth Management (2:52)
  4. Understanding your investment fees (3:57)
  5. Impact of Charitable Giving (4:55)
  6. Client success story (5:50)

Davis Wealth Management Team

Team Photo

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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