DAVIESWEALTH.CA

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..

Primary location: Canada