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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.
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.
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.
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.
Rachel has been supporting Gary Davies for 15 years and has almost 20 years of experience in the investment industry. In addition to working at TD, she has also worked with Raymond James and ScotiaMcLeod.
For many years, Rachel has arrived very early in the morning to execute our clients’ trades, but she is gradually handing that role over to Amy to focus on what she enjoys most: dealing directly with our clients. She fields phone calls, opens accounts, performs transfers, helps Gary prepare for appointments, and manages the onboarding process for new clients. On her own time, Rachel enjoys watercolour painting and pastels, reading and photography.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Charitable Giving
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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.
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