Skip to main content

Keith Davis

Investment Advisor

  • CIM®
  • CFP®

Working together to help you achieve what truly matters to you

Keith has been helping clients achieve their financial goals since 2011. Before joining the team, Keith provided comprehensive investing and lending advice to professionals and small business owners. He enjoys learning about clients goals and uses his Certified Financial Planner (CFP®) designation to help him maximize outcomes and avoid potential pitfalls. The CFP®has long been considered the gold standard in financial planning.

Keith is proud to call Kamloops his home with his wife and two sons. He supports several local charities, coaches his sons' soccer team and serves as Director for the United Way.

Proudly supporting Kamloops and the BC Interior

"It's your money and our reputation. We take both seriously."

Keith Davis

Keith.jpg




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

Thompson Rivers University (previously University College of the Cariboo)

COMMUNITY INVOLVEMENT

Thompson Nicola Cariboo United Way: Campaign Cabinet and Director from 2015 – 2019, Kamloops Youth Soccer Association coach: 7 years, Rotary Crabfast title sponsors 2018 + 2019, Kamloops Hospice Gala Gold sponsors 2019, United Way Leadership Donor 2015-2019

Top 10 Davis Wealth Management Articles:

10 signs.jpgquestions to ask.jpg



Click here for additional articles Posted on Kamloops This Week  

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.

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

Next-gen tech that could rock the world and your portfolio

AI, robotics, self-driving cars.  Kim Parlee talks with Vitali Mossounov, technology analyst, TD Asset Management, about these burgeoning tech theme that may change the world and your portfolio. 

Is it even worth my time to submit a $2 billing code?

Two dollars is quite literally pocket change. But if a doctor were to add up all the billings that weren't worth their time or worry, it could represent thousands of dollars in lost revenue. In this special Ask MoneyTalk for health care professionals, Dr. Adam Stewart does the math.

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?