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The Davies Wealth Management Group

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.

Rate shock rocks stocks: Why markets fear rising rates

Yields on U.S. Treasuries have been rising recently, triggering a sharp selloff in equity markets. Anthony Okolie speaks with Scott Colbourne, Managing Director, TD Asset Management, about what the latest volatility means for your investment portfolio.

Ask MoneyTalk: What happens if I make an early withdrawal from my RRSP?

Making regular contributions to a Registered Retirement Savings Plan can be a great way to build your net worth. But what if you're facing a cash shortfall: Is a withdrawal a viable option? Kim Parlee walks us through some of the hidden costs of early RRSP withdrawals.

TD Economics

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

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

Choose to challenge how financial institutions relate to women

Studies say that women will soon hold the bulk of personal wealth in Canada, but also that they are dissatisfied with how the financial services industry treats them. Kim Parlee talks with Ingrid Macintosh, Executive Sponsor, TD Women and Wealth, about what needs to be done and how TD Bank is meeting the challenge.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

Do you know someone who would benefit from our services?