Senior Investment Advisor
Senior Portfolio Manager
CIM®
FCSI®
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 Chartered Investment Managers Course and is Fellow of the Canadian Securities Institute.
The Davies Wealth Management Group consists of; Gary Davies, Senior Portfolio Manager and Senior Investment Advisor, Nav Sidhu, Client Service Associate and Amy Malhotra, Client Relationship 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.
English
Client Service Associate
Client Service Associate
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.