We're not a bank
We put our clients first
Transparency – Trust – Integrity
We work with people at the intersection of finance and life.
- We swear by the F-word. Fiduciary. That means we owe a duty to you and we’re responsible only to you.
- We build you a financial future that you and your family can depend on.
- We provide you with informed, objective advice to create an integrated wealth management plan.
- We believe in transparency and clear communication.
- We get to know you and we stay in touch. You’re not a number to us.
Davis Rea clients appreciate our personalized, integrated approach and recommend us to their children, family and friends. There is no higher praise.
I’m interested, please get in touch
- We are FIDUCIARIES and as such, we are held to the industry’s highest standard: it is our legal obligation to act in the best interest of our clients.
We work with people at the intersection
of finance and life
Our Services
financial planning
Take control of your future by taking a step-by-step approach to timing your major purchases. Keep reading...
retirement planning
Build your future by understanding where you are today, where you would like to be while considering your goals for yourself and for future generations.
Wills, Estates, Trusts & Insurance
We get to know you - your values, goals, worries and we work hard to provide personalized, bespoke wealth management to secure your future. If we can understand your life, we can develop the plan you need to help you navigate your choices.
Divorce
We can help you navigate one of the most stressful times of your life. There is no more essential time to consult an expert. We can help.
living well
Our families know that we value their overall wellness - not just their financial health.
Get to know us: CEO John O’Connell talks about investing vs. speculating.
The real goal is well-being during all stages of your life and across future generations. It’s the real value of wealth. We support our clients in every stage of life. We help clients have difficult conversations, plan major life events and incorporate those plans in a positive, strategic, resilient manner.
Numbers Speak For Themselves
Check out our partner, Uncommon Sense Investor, for original thinking and investing insights.
In this clip, John O’Connell, CEO Davis Rea Ltd, discusses capital preservation during inflationary times.