Libby has over 30 years of financial services and planning experience. She was the founder of Wildman & Associates, a highly successful management firm that provided a comprehensive set of financial services and life management products. She has the expertise and industry knowledge to be able to ensure that the right answers can be provided for each client’s individual questions and circumstances. Libby has built long-lasting relationships with her clients based on sound advice and continuous follow-up. She is very engaged with her industry and community as a lifetime member of ADVOCIS and a member of CALU. Libby is also involved with numerous mentoring opportunities and charities both locally and internationally involving children and women’s rights.
Tom joined Davis Rea in 2015 and is responsible for maintaining and developing private client relationships for the firm. Tom is also a member of Davis Rea’s investment committee. Tom has 30 years experience in client service having managed corporate relationships across Canada, The United States, the United Kingdom and Europe.
J.C. joined Davis Rea in November 2017 as an associate. He is responsible for the trading of securities held in individual client accounts and works on the operations side to coordinate the timely allocation and settlement of all trading activity with Davis Rea’s counterparties. J.C. is also a member of the Investment Committee, contributing equity research to identify investment opportunities. He received a Bachelor of Management and Organizational Studies degree with a Specialization in Finance from the University of Western Ontario and is currently a CFA Level 2 Candidate. Prior to joining Davis Rea, J.C. held a co-op position as a Sales and Trading Analyst on the Institutional Equity trading desk at TD securities.
John O’Connell, Chairman and CEO of Davis Rea, is a leader in the wealth management industry. As Chairman of the Davis Rea Investment Committee, he provides the strategic direction for the company.
John is a Fellow of the Canadian Securities Institute and has earned his Chartered Financial Analyst. His keen market insights, analysis and trademark no-nonsense commentary are frequently sought out by national business news media.
Ann brings over 25 years of financial services experience to Davis Rea. She is actively involved in the day-to-day operation of the Davis Rea funds, as well as marketing Davis Rea’s services to potential clients.
With over 20 years’ experience in the financial sector, Chief Strategist John Johnston provides research and advice exclusively tailored to the needs of Davis Rea clients. His extensive background in analyzing developments in global financial markets has earned him widespread respect.
Ana Maria Galarza is the Treasurer of the Manager. Ana Maria’s responsibilities include updating operational budgets, preparing financial statements for the Board of Directors and acting as liaison with the firm’s auditors. Ana Maria ensures that all financial regulatory filings are up to date and serves on the firm’s Operations Committee. She earned her CPA, CGA designation in early 2018.
Laura joined Davis Rea in November 2014. Since then, she has worked both on the client services and operations side. As the firm’s project manager, she has streamlined much of the technological services used by Davis Rea. Laura continues to come up with fresh ideas that allow our team to become more efficient and provide even better service to our clients. She looks forward to continuing to make changes that reflect Davis Rea’s forward thinking philosophies.
Ian Fung is a Vice President and Portfolio Manager, focusing on North American equities and fixed income. In addition to security analysis to identify investment opportunities, Ian is also responsible for the trading of securities for the Firm and is a member of the Investment Committee. Ian received an Honours Bachelors of Arts degree from Queen’s University and has earned his Chartered Financial Analyst (CFA) designation. Prior to joining Davis Rea in 2014, Ian held various roles at Gluskin Sheff + Associates on both the trading desk and in the client service group.
Debbie’s career began, and continued for 15 years, at Imperial Life in the Group Administration Department as well as a Group Medical Underwriter. Prior to joining Wildman & Associates, Debbie also worked for Manulife Financial in the Individual Life Marketing Department. Her extensive experience in the insurance industry, and her passion for “getting it right” allows her to provide exceptional service to clients.
Zachary Curry is a Portfolio Manager and the President of Davis Rea. Zach determines asset allocation strategies for current and prospective clients, as well as appropriate investments for discretionary accounts. As President, he oversees the day-to-day affairs of the company, including compliance, information technology and portfolio management trading systems. Zach is also a member of the Investment Committee.
Zachary Curry is a Portfolio Manager and the President of Davis Rea. Zach determines asset allocation strategies for current and prospective clients, as well as appropriate investments for discretionary accounts. As President, he oversees the day-to-day affairs of the company, including compliance, information technology and portfolio management trading systems. Zach is also a member of the Investment Committee.
Debbie’s career began, and continued for 15 years, at Imperial Life in the Group Administration Department as well as a Group Medical Underwriter. Prior to joining Wildman & Associates, Debbie also worked for Manulife Financial in the Individual Life Marketing Department. Her extensive experience in the insurance industry, and her passion for “getting it right” allows her to provide exceptional service to clients.
Ian Fung is a Vice President and Portfolio Manager, focusing on North American equities and fixed income. In addition to security analysis to identify investment opportunities, Ian is also responsible for the trading of securities for the Firm and is a member of the Investment Committee. Ian received an Honours Bachelors of Arts degree from Queen’s University and has earned his Chartered Financial Analyst (CFA) designation. Prior to joining Davis Rea in 2014, Ian held various roles at Gluskin Sheff + Associates on both the trading desk and in the client service group.
Laura joined Davis Rea in November 2014. Since then, she has worked both on the client services and operations side. As the firm’s project manager, she has streamlined much of the technological services used by Davis Rea. Laura continues to come up with fresh ideas that allow our team to become more efficient and provide even better service to our clients. She looks forward to continuing to make changes that reflect Davis Rea’s forward thinking philosophies.
Ana Maria Galarza is the Treasurer of the Manager. Ana Maria’s responsibilities include updating operational budgets, preparing financial statements for the Board of Directors and acting as liaison with the firm’s auditors. Ana Maria ensures that all financial regulatory filings are up to date and serves on the firm’s Operations Committee. She earned her CPA, CGA designation in early 2018.
With over 20 years’ experience in the financial sector, Chief Strategist John Johnston provides research and advice exclusively tailored to the needs of Davis Rea clients. His extensive background in analyzing developments in global financial markets has earned him widespread respect.
John O’Connell, Chairman and CEO of Davis Rea, is a leader in the wealth management industry. As Chairman of the Davis Rea Investment Committee, he provides the strategic direction for the company.
John is a Fellow of the Canadian Securities Institute and has earned his Chartered Financial Analyst. His keen market insights, analysis and trademark no-nonsense commentary are frequently sought out by national business news media.
J.C. joined Davis Rea in November 2017 as an associate. He is responsible for the trading of securities held in individual client accounts and works on the operations side to coordinate the timely allocation and settlement of all trading activity with Davis Rea’s counterparties. J.C. is also a member of the Investment Committee, contributing equity research to identify investment opportunities. He received a Bachelor of Management and Organizational Studies degree with a Specialization in Finance from the University of Western Ontario and is currently a CFA Level 2 Candidate. Prior to joining Davis Rea, J.C. held a co-op position as a Sales and Trading Analyst on the Institutional Equity trading desk at TD securities.
Tom joined Davis Rea in 2015 and is responsible for maintaining and developing private client relationships for the firm. Tom is also a member of Davis Rea’s investment committee. Tom has 30 years experience in client service having managed corporate relationships across Canada, The United States, the United Kingdom and Europe.
Libby has over 30 years of financial services and planning experience. She was the founder of Wildman & Associates, a highly successful management firm that provided a comprehensive set of financial services and life management products. She has the expertise and industry knowledge to be able to ensure that the right answers can be provided for each client’s individual questions and circumstances. Libby has built long-lasting relationships with her clients based on sound advice and continuous follow-up. She is very engaged with her industry and community as a lifetime member of ADVOCIS and a member of CALU. Libby is also involved with numerous mentoring opportunities and charities both locally and internationally involving children and women’s rights.
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* Annualized performance since inception. See respective fund performance information for details.
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