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Davis-Rea Ltd.
Address
41A Hazelton Avenue
Toronto,
Ontario M5R 2E3
(416) 324 - 2200
Toll Free:
(877) 391 - 9929
info@davisrea.com
www.davisrea.com
Principal Contacts
John M. O'Connell
Chief Executive Officer & Portfolio Manager
Tel: (416) 324 - 2222
joc@davisrea.com
Client Minimums
Private: $500,000
Types of Accounts Managed
- Private Individual / Investor
- Family Office
- Institutional Investor - Other
Provinces of Business
- Alberta
- British Columbia
- Nova Scotia
- Ontario*
- Quebec
- United States
* indicates a physical location in this province
About Us
Davis Rea was founded in 1997 with the merger of D.A.C. Davis Investment Counsel Inc. and Lewis-Rea Ltd., leaders in the Canadian wealth management industry for over twenty years. We’re proud of our history of providing wise investment counsel and superior client service. We’re a nimble and disciplined investment team, supported by original research and an international perspective, with risk management at the centre of everything we do.
Davis Rea is built on the principle that we regard our clients as if they are our closest friends. Our clients have a direct relationship with their portfolio manager – face-to-face. By making investing this personal, we’re able to give immediate advice and answers on all things financial, with our number one goal being to provide you with unbiased and objective investment strategies. Your needs – first and foremost.
Solving complex investment and financial problems requires tremendous teamwork, experience, and judgment, as well as a technical and cultured proficiency. Our equity is our integrity, and Davis Rea conducts its business above the highest levels of compliance requirements, honestly and ethically.