Business Details
About
Investment ServiceFinancial ConsultantStock BrokerFinancial Planning
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal.
Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing.
We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel.
If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
Location
Davis Wealth Management Team - TD Wealth Private Investment Advice
301 Victoria St., Kamloops, BC
V2C 2A3, Canada
Frequently Asked Questions About Davis Wealth Management Team - TD Wealth Private Investment Advice
What is the physical address of the Davis Wealth Management Team - TD Wealth Private Investment Advice?
The Davis Wealth Management Team is located at 301 Victoria St., Suite 350, Kamloops, BC, V2C 2A3, Canada.
What safety measures are in place at the branch due to COVID-19?
The branch has implemented physical distancing guidelines, limits the number of customers inside, and dedicates the first hour of operation to seniors and vulnerable populations.
When should I visit the branch in person?
Please visit in person only for matters that require in-person assistance and avoid visiting if you have COVID-19 symptoms or exposure risks. For borrowing, investing, or financial advice, it's recommended to book an appointment online.
How can I schedule an appointment with the Davis Wealth Management Team?
You can book an appointment online via their scheduling link at http://advisors.td.com/daviswealthmanagementteam#requestappointment.
What services does the Davis Wealth Management Team offer?
They provide private investment advice, financial consulting, stock brokerage, and financial planning services.
How can I contact the Davis Wealth Management Team via email?
You can email Eric Davis at Eric.Davis@td.com for inquiries.
What nearby financial services can I visit if I am in the area?
Nearby, you can find multiple TD Bank Private Banking locations and financial planners such as Dustin Miller, Peter Faulkner, and Scott Peace, as well as the accounting and investing service MNP.
Are there legal services available near the Davis Wealth Management Team?
Yes, the Okanagan Thompson Legal Clinic is nearby and offers legal and lawyer services.
Where can I find dining options close to the Davis Wealth Management Team?
Klasske's Bistro, a Canadian comfort food restaurant, is located nearby for dining options.
What other related financial businesses are located near the Davis Wealth Management Team?
Nearby related businesses include Leede Jones Gable Inc. for investing, TD Canada Trust branches and ATMs, and other TD Wealth Private Investment Advice locations.