Keith has been helping clients achieve their financial goals since 2011. Before joining the team, Keith provided comprehensive investing and lending advice to professionals and small business owners. He enjoys learning about clients goals and uses his Certified Financial Planner (CFP®) designation to help him maximize outcomes and avoid potential pitfalls. The CFP®has long been considered the gold standard in financial planning.

Keith is proud to call Kamloops his home with his wife and two sons. He supports several local charities, coaches his sons' soccer team and serves as Director for the United Way.

Proudly supporting Kamloops and the BC Interior

"It’s your money and our reputation. We take both seriously."

Keith 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, 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 the TD Wealth team in 2015, but left for two years to travel the world with her husband while they were still young enough to enjoy it! We’re happy to have her back as Debra has 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 Client Service 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 and BC Ambulance as a Paramedic.

In her free time she enjoys running trails, lifting weights and being active with her and Eric's daughters Grace and London.