Davis Rea Investment Counsel, Go Beyond Wealth Management.
- 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.
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.
We go beyond Wealth Management
We take the time to really listen and find out about our clients; your goals, your dreams, your choices. If we can understand your life, we can develop the plan you need to help you navigate your choices.
How you live your life, the life decisions you make – that’s what interests us. Financial management that’s more about who you are and who you want to become.
Our families know that we value their overall wellness – not just their financial health. We take a strong interest in mental and physical health, family dynamics, and how to leverage wealth to achieve true wellness.
We have the experience and industry knowledge to support and advise you as you make plans for the next generation.
We want to help your young people learn about money early, develop good habits, great goals and eventually the financial security that will allow them to focus on living well. These are complex topics and we have solid experience.
To achieve inter-generational wealth, you need a solid plan. We take a personal interest in introducing the next generation to investment strategies and plans.
Our tax professionals provide a wide variety of services to Davis Rea Ltd and to our clients. We offer bookkeeping, accounting, and tax planning services.
It is worth exploring long-term tax strategies that can minimize your tax burden. Whether it be the protection of a vacation home for the next generation, or timing the disposition of assets – every financial decision can lead to a tax liability. Advance planning is smart.
Protect your loved ones. Insurance is a crucial part of planning for future well-being, our ultimate goal for our clients. Insuring your life and your health gives you peace of mind that you and your family can overcome the financial burden of a serious illness or disability.
Protect your loved ones. Insurance is a crucial part of planning for future well-being, our ultimate goal for our clients. Insuring your life and your health gives you peace of mind that you and your family can overcome the financial burden of a serious illness or disability. Insurance is a crucial part of estate planning – find out how the right insurance can help keep your assets in the family.
The importance of trusted legal advice cannot be overstated. We have reliable, smart legal advisors with experience in the issues that tend to confront our clients.
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. A solid retirement plan (and estate plan) reduces uncertainty – a life-saver for family dynamics.
We are here for our clients...
… with a wider variety of serices than most wealth management firms. Of course we cover the basics; portfolio management, tax planning, estate planning, financial planning, insurance and legal advice. As fiduciaries, we are held to the highest standard of care; it is our legal obligation to act in our clients’ best interests. We take that very seriously.
Over the years, as we have become close to our clients, they have come to rely on us for a bit more.
From planning asset retention to structuring family trusts, from helping the next generation learn about money to helping families have difficult conversations and navigate pivotal moments, we are here to help and we have the experience and expertise to do so.
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