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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.

U.S. Fed delivers rate cuts and mixed signals

U.S. Federal Reserve cuts rates, but was divided on whether more cuts are coming this year. What does this mean for the markets? Kim Parlee talks with Scott Colbourne, managing director, TD Asset Management.

One problem per visit?

It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

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.

Current Perspectives

Trumps, Tariffs and Trade Wars.

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 our services?