Eric Davis

Davis Wealth Management Team
Eric Davis

Senior Investment Advisor

Senior Portfolio Manager

CIWM

PFP®

Phone

Office

(250) 314-5120

Office Location

301 Victoria Street Suite 350 Kamloops, BC, BC V2C 2A3. map

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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.

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

Phone

Toll Free

(866) 377-1511

Fax

(250) 314-5125

Branch Phone

(250) 314-5121

Branch Fax

(250) 314-5125

Certificates

CIWM

PFP®

Languages

French

English

Education

Thomson Rivers University (previously University College of the Cariboo)

Community Involvement

Kamloops Hospice Gala Gold sponsors 2019

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