Who We Are
are a tight-knit team within BMO Nesbitt Burns serving a deliberately
small number of families in Canada and the US. At the core we are
family driven. The two principals of the Davies Group have 8 children
between them. We understand the enormous time demands that today's
society places on each of us. Hence, we understand the need to find a
trusted financial advisory relationship to organize and manage all
aspects of wealth management.
clients simply don't have the time, knowledge, interest or headspace
(sometimes a combination of all four) to coordinate and consistently
implement a cohesive strategy across financial disciplines (financial
planning, estate planning, tax planning, insurance, investments and
banking). We take the wheel and drive this process so that our clients
can conduct their daily lives without financial stress.
fond of saying that clients tend to seek us out when they satisfy two
conditions. First, there must be a level of complexity in their
financial world. Second, and more importantly, they need to be motivated
to do something about it. We find that while many potential clients
satisfy the first condition, a much smaller subset satisfies both.
A Fresh Perspective
is full of events that force us to close one chapter and start another.
At these times people often take a step back and look at their world
from a big picture perspective. It’s during these life transitions that
people usually find the motivation to seek a new advisory relationship.
If you’ve found that motivation, however it arrived, we’d be happy to