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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Monthly Perspectives - Half Full, Half Empty

Managing expectations in a post-stimulus environment

Federal Budget 2019

Putting the Middle Class in Focus

Money Talk Life - Giving it your all and then some

If your work is causing you stress, it may mean more than just burning the candle at both ends. It may affect your health, and the bottom line for your employer. Dr. David Posen, AKA Dr. Calm, talks about the psychology of workplace stress, and what we can do to reign in the pressure.

Do you know someone who would benefit from my services?