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The Davies Wealth Management Group

Working together to help you achieve what truly matters to you

Complete and Caring Wealth Management 

Whether you’ve been closely involved in managing your wealth for many years or have just recently inherited the responsibility for doing so and feel overwhelmed by it, our goal is to make your wealth journey easy and enjoyable.


Investing is about much more than investing.

Your portfolio is important, and we are well qualified to manage it for you. But what’s even more important is having deeper conversations to answer the big questions:

Once we get to know all about you and everything that’s important to you, we will closely work together to build your unique wealth plan – a roadmap to help you chart the best route to retirement, generate the income you will require once you’re retired, and pass on your assets tax-effectively.

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We’ll be honest: we don’t always have all the answers, but we can always tap into the vast resources of the TD Bank Group. We are committed to putting your interests first and have the integrity to keep your investments within your risk profile. And we pay meticulous attention to detail, reflecting our commitment to keep our work precise and accurate.

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Complete wealth services – under one roof.

As our client, you have access to TD specialists who can provide expertise and services in various aspects of wealth planning. Every step of the way, we will be there to help you navigate the journey and integrate the specialists’ advice into your own unique wealth plan. We will also liaise with your own lawyer and accountant.

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ADDITIONAL CONTACT

Branch Office: (604) 541-2075
Branch Fax: (604) 541-2093

Meet The Team

REQUEST AN APPOINTMENT

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

Additional TD Specialists

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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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