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Chris Davies
Brent Piels
Tara Brumell

Address
1 First Canadian Place
40th Floor
Toronto, ON
M5X 1H3
Map

 

Our process is different. Because our clients are different.

What is most important to you? The Davies Group will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
 
The Davies Group and their specialized team of experts are here to understand your life priorities and deliver on our commitment to:
 
  Assess your financial goals and level of risk tolerance

 Develop a strategic and effective in-depth plan based on your current financial picture

 Put your customized investment plan into action

  Monitoring its progress over both the short and long term, with a responsibility to keep you informed 

  Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary