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Eric Davis

Senior Investment AdvisorSenior Portfolio Manager

  • CIWM
  • PFP®

Invest Well. Live Well.

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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
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ADDITIONAL CONTACT

Toll Free: (866) 377-1511
Fax: (250) 314-5125
Branch Office: (250) 314-5121
Branch Fax: (250) 314-5125

LANGUAGES

French, English

EDUCATION

Thomson Rivers University (previously University College of the Cariboo)

COMMUNITY INVOLVEMENT

Rotary Crabfast title sponsors 2018-2021, Kamloops Hospice Gala Gold sponsors 2019, United Way Leadership Donor 2015-2019

SOCIAL LINKS

LinkedIn

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.

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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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

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.

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