The Davies Wealth Management Group provides comprehensive investment and estate planning solutions to affluent families, corporations and charities. With a focus on discretionary investment management, The Davies Wealth Management Group will work with you to build your unique plan. A road map showing what is needed to help you to retirement, to help generate the income you require in retirement, and to pass on your assets to the next generation. Together we will build comprehensive solutions that match your investment and estate needs.
At The Davies Wealth Management Group we build highly tax efficient solutions using bonds, GICs, stocks, and options. We are discretionary licensed portfolio managers, this means you can have as little or as much involvement in the day to day operation of you portfolio as you would like. As a client of The Davies Wealth Management Group you will have a team of TD Specialists at your disposal who can provide you with expertise in the fields of banking, tax, investments, estate planning and insurance, as well as a team of analysts that can provide investment strategy and stock research.
The Davies Wealth Management Group is led by Gary Davies. Gary has over 20 years of experience in the discretionary investment management and brokerage business and is a life insurance advisor with TD Wealth Insurance Services. Gary holds a Bachelor of Science Degree from the University of Western Ontario, and a Masters of Business Administration from York University. Gary graduated with the Award of Excellence from the Certified Investment Managers Course and is Fellow of the Canadian Securities Institute.
The Davies Wealth Management Group consists Gary Davies, Vice President, Portfolio Manager and Investment Advisor and Rachel Braddock Client Service Associate. The Davies Wealth Management Group is part of TD Wealth Private Investment Advice; a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.