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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."
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.
Eric has climbed Kilimanjaro, ran the Boston Marathon and completed the grueling Ironman. These milestones demonstrate his commitment to excellence and drive to succeed. He uses the same passion to help his clients achieve their goals.
He is proud to say that his team has been entrusted with in excess of $400 million (at May 2021) for the families they serve. Eric's efforts have been widely recognized over the years. He was previously selected as the British Columbia representative for the TD Wealth National Advisory Counsel, which represents more than 750 advisors. And in 2021, Davis Wealth Management won all 3 financial categories in the Kamloops This Week Readers Choice Awards- a first time accomplishment for the awards!
Eric was born and raised in Kamloops and leads a very active life with his wife Erin and their two daughters; Grace & London. He has coached soccer, been a member of the Chamber of Commerce, is former Chair of the Royal Inland Hospital Foundation and is the current Chair of 'One TD Kamloops' which directs TD funds to community not-for-profit organizations.
"It’s your money and our reputation. We take both seriously." Eric Davis
Shannon has worked in financial services since 1985 and has been recognized on several occasions for her outstanding service. She strives to provide flawless execution to help ensure clients are completely satisfied. Her main focus is executing Eric's portfolio management platform including alternative investments and GIC renewals.
Once summer arrives, Shannon and her husband of over 30 years can be found enjoying their time with family at the Shuswap Lake with her children, 3 grandchildren and extended family.
Soria has enjoyed working in the financial industry since 2008. Before joining TD Wealth Private Investment Advice, she was manager and mentor with a major financial institution. She has a strong background in banking and prides herself on excellent customer service and execution. Soria primarily supports Keith and helps clients with account administration, inquiries, tax information, new accounts, cash requests and transfers.
Soria enjoys travelling, cooking, reading and being outdoors with her fiancé and two daughters. She is also a firm believer in giving back to the community.
Debra is often the first face greeting you in the reception area. She originally joined our TD Wealth Private Investment Advice team in 2015, but left for two years to travel the world with her husband while they were still young enough to enjoy it! She returned in 2019 and we’re happy to have her back as Debra has significant experience having been in the financial industry since 1993. Her main responsibilities include: Review scheduling & preparation, marketing, office management, event planning and being the TD Canada Trust Liaison.
Debra has 2 sons in their 20's and is a wine enthusiast who enjoys outdoor activities with a renewed appreciation for how lucky she is to live in beautiful BC!
Erin joined TD Wealth Private Investment Advice in 2016 as a part-time Administrative Associate. Her efficiency and attention to detail is perfect for keeping our client databases current and co-ordinating many of our client appreciation endeavors. Born and raised in Brandon, Manitoba, Erin splits her time between TD Wealth Private Investment Advice and organizing her busy family!
In her free time she enjoys running trails, lifting weights and being active with her and Eric's daughters Grace and London.
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.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
John Nicolls
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Dugan Batten
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Treva Newton
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
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.
advisors.td.com/daviswealthmanagementteam
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New real estate changes for 2023: what they might mean for you
If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.
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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