Service Above Self
At the heart of our approach is a simple belief: you come first. We take the time to get to know you, your family and what matters most in your life. Through open conversations, genuine care and a strong relationship built on trust, we provide personalized guidance that evolves alongside your needs and priorities.
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.
"I chose Davis Wealth Management Team several years ago, and continue to invest with them because they are easy to communicate with, provide very good attention to details, and have an excellent reputation within the industry. I am pleased in my portfolio's growth."
Dr. Ed Takahashi
Optometrist | As of March 24, 2023
"The personalized service is outstanding. They have provided me with efficient and seamless transactions and prudent advice that keeps with my investment philosophy."
Dr. Sam Cosman
Anesthesiologist | As of March 23, 2023
"You're not just dollars to them. In a way, you become part of the team."
Dr. Stephen & Nanette Lewis
Veterinarian & Sonographer | As of March 24, 2023
"Eric is very thorough and detailed. We are confident in his judgement & always enjoy our meetings. We would highly recommend him to anyone, anytime!"
Irvin & Anne Peters
Retirees | As of April 05, 2023
"There is always some fear, trepidation, and concerns- will I have enough and will it last? It has been important to me personally to have people I liked and trusted looking after my affairs."
Kevin McIntyre
Retired President of Underwriters Insurance *As of April 21, 2023
"I am so very grateful for the day we met Eric and decided to place our trust in him! Little did we know at the time what a great team we were getting as well! All of you make us feel very special and I hope in some way you know you are special to us as well. We are so appreciative of all that you do!"
Donna & Bob Cain
Retirees | As of March 31, 2023
"I feel very blessed to have Eric in my corner. We met at a very stressful time in my life when trust was an issue for me. In my mind, I was taking a chance but I took a leap of faith that has given me more peace of mind than I ever expected. I don't know what I would have done without Eric's kindness. I don't have enough words to express the gratitude I have for all he has done for me."
Linda Debelser
Retiree | As of April 16, 2024
Davis Wealth Management Team
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
Unique experiences and past performances do not guarantee future results. Testimonials contained herein are solicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.
