Gary Davies
Portfolio Manager
Investment Advisor
CIM®
FCSI®
Working together to help you achieve what truly matters to you
Phone
Office Location
The Davies Wealth Management Group provides comprehensive investment and estate planning solutions to affluent families, corporations and charities in collaboration with TD specialists. 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 transition into 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 offer discretionary portfolio management services, 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 access to 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 of; Gary Davies, Portfolio Manager and Senior Investment Advisor, Rachel Braddock Client Service Associate and Amy Malhotra, Client Service Associate. The Davies Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Phone
Fax
(604) 541-2093
Certificates
CIM®
FCSI®
Languages
English
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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