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The Davies Wealth Management Group
15388 24th Avenue Suite 208 Surrey, BC V4A 2J2Map
The Davies Wealth Management Group
15388 24th Avenue
Suite 208,Surrey,BCV4A 2J2
ContactThe Davies Wealth Management Group
Team
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ADDITIONAL CONTACT
Branch Office: (604) 541-2075
Branch Fax: (604) 541-2093
Meet The Team
Gary Davies
Investment Advisor
Portfolio Manager
Vice President
The Davies Wealth Management Group provides comprehensive investment and estate planning solutions to affluent families, corporations and charities. 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 to 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 are discretionary licensed portfolio managers, 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 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 Gary Davies, Vice President, Portfolio Manager and Investment Advisor and Rachel Braddock Client Service Associate. The Davies Wealth Management Group is part of TD Wealth Private Investment Advice; a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.
Rachel Braddock
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.
Amy Malhotra
Amy joined TD Wealth Private Investment Advice in 2017 as an Assistant Branch Administrator of the South Surrey branch and joined our team in 2018, quickly becoming indispensable. The focus of her role is performing trade executions and helping Gary to rebalance his model portfolios. Amy also supports Rachel when she needs backup with administrative tasks such as opening accounts and taking client calls.
Upon immigrating to Toronto in 2012 with a Master of Business Administration in Human Resources from the IBS Business School in Hyderabad, India, Amy worked as an Executive Assistant at Manulife for almost a year. She then moved to BC and took on contracts as an Executive Assistant with Global BC supporting the News Director and Station Manager and with the Insurance Corporation of BC (ICBC). Amy has completed the Canadian Securities and Conduct and Practices Handbook Courses with the Canadian Securities Institute. She enjoys the great outdoors and looks for opportunities to travel, explore new places and immerse herself in classical music. Amy loves to spend time writing poetry and practicing yoga to relax and connect mind, body and soul.
Wealth Considerations
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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.
Retirement Planning
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax Management
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.
Passing on your Wealth
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.
Education Funding
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
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.
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.
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.
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