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Davis Wealth Management Team

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 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.

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."

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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10 Signs- Published Sept. 22, 2021                      Questions to Ask- Published Jan. 13, 2021


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.

Higher profits from most S&P500 companies do little to steady markets

With over three quarters of S&P 500 companies having reported, Q1 profits were on pace to grow by more than 10%. But markets have been less than impressed. Kim Parlee speaks with Damian Fernandes, Portfolio Manager, TD Asset Management, about equities that may weather the macro headwinds.

Greying acres: A modern guide to farm succession

Passing down the family farm is not the same as passing on other family businesses: The labour and sweat of generations may turn a financial decision into an emotional one. Here are some ways to ensure your farm succession plans are planted and ready when you need them.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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