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Eric Davis

Vice PresidentPortfolio ManagerInvestment Advisor

  • 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 he has been entrusted in excess of $250+ million from the families he serves. Eric's efforts have been widely recognized over the years. Recently, he received  the 2016 TD Merit Award by being a top performer within TD Wealth and delivering exceptional service to his clients, colleagues and community.  He was also selected as the British Columbia representative for the TD Wealth National Advisory Counsel, which represents more than 750 advisors.

Eric was born and raised in Kamloops. He and his wife Erin like to keep active and spend time with their two daughters. Eric coaches soccer, is a member of the Chamber of Commerce, is the Chair of the Royal Inland Hospital Foundation and is the Chair of TD Kamloops which helps direct TD funds to community organizations and events.

Proudly supporting Kamloops and the BC Interior

"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 + 2019, Kamloops Hospice Gala Gold sponsors 2019, United Way Leadership Donor 2015-2019

SOCIAL LINKS

LinkedIn

Top 10 Davis Wealth Management Articles:

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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.

Rate shock rocks stocks: Why markets fear rising rates

Yields on U.S. Treasuries have been rising recently, triggering a sharp selloff in equity markets. Anthony Okolie speaks with Scott Colbourne, Managing Director, TD Asset Management, about what the latest volatility means for your investment portfolio.

Ask MoneyTalk: What happens if I make an early withdrawal from my RRSP?

Making regular contributions to a Registered Retirement Savings Plan can be a great way to build your net worth. But what if you're facing a cash shortfall: Is a withdrawal a viable option? Kim Parlee walks us through some of the hidden costs of early RRSP withdrawals.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

Choose to challenge how financial institutions relate to women

Studies say that women will soon hold the bulk of personal wealth in Canada, but also that they are dissatisfied with how the financial services industry treats them. Kim Parlee talks with Ingrid Macintosh, Executive Sponsor, TD Women and Wealth, about what needs to be done and how TD Bank is meeting the challenge.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

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