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Keith Davis Email & Phone Number
Associate Investment Advisor at TD Wealth Private Investment Advice
at
TD
1 work email found
@td.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Investment Advisor at TD Wealth Private Investment Advice
Location
Kamloops, British Columbia, Canada
Company size
Who is Keith Davis? Overview
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Quick answer
Keith Davis is listed as Associate Investment Advisor at TD Wealth Private Investment Advice at TD, a company with 1 employees, based in Kamloops, British Columbia, Canada. AeroLeads shows a work email signal at td.com and a matched LinkedIn profile for Keith Davis.
Keith Davis previously worked as Director at Thompson Nicola Cariboo United Way and Financial Advisor - Imperial Service at Cibc. Keith Davis holds Certified Financial Planner (Cfp®) from Financial Planning Standards Of Canada.
Company email context
Email format at TD
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{first}.{last}@td.com
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AeroLeads found 1 current-domain work email signal for Keith Davis. Compare company email patterns before reaching out.
Profile bio
About Keith Davis
We are here to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. We deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.Davis Wealth Management Team is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank./*********/Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to www.td.com/legal and https://go.td.com/SocialDisclaimer
Listed skills include Relationship Management, Mutual Funds, Financial Advisory, Strategic Planning, and 32 others.
Current workplace
Keith Davis's current company
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9 roles · 27 years
Keith Davis work experience
A career timeline built from the work history available for this profile.
Associate Investment Advisor At Td Wealth Private Investment Advice
We are accredited investment professionals at a premier full service brokerage providing custom-tailored wealth solutions to our clients and their families
Director
Our mission is to improve lives and build community in the Thompson Nicola Cariboo region.
Nov 2016 - Apr 2019
Financial Advisor - Imperial Service
Full service licenced Financial Advisor specializing in retirement, investment, credit and protection planning for high value clients
Nov 2011 - Jan 2014
Financial Services Associate - Imperial Service
- Provide lending and investment support & advice to High Value clients- Partner with a team of investment professionals to provide a premiere service offering to our Customers
May 2011 - Nov 2011
Sr Manager, Operations
Convergys
2007 - May 2011
Senior Manager, Operations
Convergys
2006 - 2008
~2 yrs
Manager, Operations
Convergys
2002 - 2006
~4 yrs
Business Owner
1999 - 2000
~1 yr
5 education records
Keith Davis education
Certified Financial Planner (Cfp®)
Financial Planning Standards Of Canada
Diploma In Financial Planning
Canadian Institute Of Financial Planning
Registered Retirement Consultant
Canadian Institution Of Financial Planning
Canadian Securities Course (Csc)
Canadian Securities Institute
Bba, Business - Marketing
FAQ
Frequently asked questions about Keith Davis
Quick answers generated from the profile data available on this page.
What company does Keith Davis work for?
Keith Davis works for TD.
What is Keith Davis's role at TD?
Keith Davis is listed as Associate Investment Advisor at TD Wealth Private Investment Advice at TD.
What is Keith Davis's email address?
AeroLeads has found 1 work email signal at @td.com for Keith Davis at TD.
Where is Keith Davis based?
Keith Davis is based in Kamloops, British Columbia, Canada while working with TD.
What companies has Keith Davis worked for?
Keith Davis has worked for Td, Thompson Nicola Cariboo United Way, Cibc, Convergys, and College Pro.
How can I contact Keith Davis?
You can use AeroLeads to view verified contact signals for Keith Davis at TD, including work email, phone, and LinkedIn data when available.
What schools did Keith Davis attend?
Keith Davis holds Certified Financial Planner (Cfp®) from Financial Planning Standards Of Canada.
What skills is Keith Davis known for?
Keith Davis is listed with skills including Relationship Management, Mutual Funds, Financial Advisory, Strategic Planning, Retirement Planning, Financial Analysis, Personal Finance, and Mortgage Lending.
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