We are pleased to share some exciting news: Davis Rea Ltd. and GlobeInvest Capital Management Inc. are coming together to combine our strengths and provide an even more comprehensive level of service and capability. This merger unites two firms with aligned values, a shared focus on excellence, and a deep commitment to serving you, our valued clients, with even greater resources and expertise.
Over the years, both Davis Rea and GlobeInvest have built reputations not just for delivering strong investment results but also for doing things the right way—by prioritizing integrity, long-term thinking, and client care. In an industry often driven by short-term trends, we believe in staying grounded in principles that stand the test of time.
This merger reflects more than just a business decision. It is a commitment to strengthening our shared philosophy of independent, thoughtful investing and placing your needs at the heart of every decision we make. Our discussions with GlobeInvest began over two years ago, not just for the sake of creating a bigger firm, but with the goal of ensuring that both our teams could better serve our clients—by pooling talent, expanding our expertise, and enhancing operational efficiency.
We recognize that managing your wealth is not just about numbers and returns but about maintaining your trust, anticipating your needs, and making decisions that will support your financial well-being across generations. In GlobeInvest, we found not only a partner that shares this belief but also a firm whose leaders—Christine Poole and Wendy Sanita—embody the same dedication to client care that we have always upheld at Davis Rea.
