Meet The Team
Senior Investment Advisor
Senior Portfolio Manager
CIWM
PFP®
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.
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.
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
French
English
Kamloops Hospice Gala Gold sponsors 2019
Thomson Rivers University (previously University College of the Cariboo)
Associate Investment Advisor
CIM®
CFP®
The best part of my job is getting to know families and help them achieve their goals. From small business owners to the hard working neighbor next door, we take a different approach at getting to know you. We pride ourselves on delivering an exceptional level of service that extends to your entire family.
I am Kamloops born and raised and proud to call our wonderful city home with my wife Amanda and our 2 sons. We believe in our community and support local charities and events including Star Fish back pack program, Royal Inland Hospital Foundation, Thompson Rivers University, Kamloops SPCA and Kamloops Hospice. I have served as a director for the United Way and enjoyed coaching both my sons' soccer teams. On weekends you will fun us outdoors, enjoying beautiful B.C.
Associate Investment Advisor
Associate Investment Advisor
With an attention to detail and a passion to serve, Heidi excels at connecting with clients and building meaningful relationships. She does so by focusing on trust, integrity and transparency. This allows her to identify issues and opportunities to tailor a plan to your unique needs. Heidi has learned that a plan doesn't hold any value unless it is both dynamic and easy to understand.
Heidi began working in the Wealth Management industry in 2007. She has a deep understanding of retirement & tax planning, investment strategies, and ultimately, what is truly important to our clients.
At the end of the day, Heidi's favorite part of the job has always been helping the client determine "what it all means" for them and their families.
As a lifetime resident of Kamloops, you can find Heidi out for a run, diving into a good book, or enjoying time with her family.
Client Relationship Associate
Client Relationship Associate
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.
Client Service Associate
Client Service Associate
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 husband and two daughters. She is also a firm believer in giving back to the community.
Administrative Associate
Administrative Associate
Administrative Associate
Administrative Associate
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.
Additional TD Specialists
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Estate Planning Advisor
Estate Planning Advisor
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.
Tax and Estate Planner
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.
Private Trust Manager
Private Trust Manager
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
High Net Worth Planner
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.
