The Davies Gruchala Wealth Management Group offers our clients a variety of personalized and comprehensive services. Our team works with the unique needs of our clients and determines the best plan of action in order to achieve their goals.

Investment Management

  • Active investment management
  • Detailed portfolio and performance reporting
  • Best-in-class research
  • Strategic and tactical asset allocation
  • Both fee-based and transaction-based accounts
  • US & Canada cross-border account solutions
  • Access to best-in-class investment management platforms

Platinum Banking

  • Traditional banking and payment solutions
  • Specialized, custom lending strategies
  • Investment-secured debt leveraged solutions
  • Complex credit structuring
  • Monetization of specialty assets
  • Cross-border banking and mortgage services
  • Custody selection

Wealth Planning

  • Wealth transfer
  • Tax minimization and cross-border strategies
  • Business valuation and succession
  • Financial and estate planning
  • Insurance and asset review
  • Lifestyle management
  • Pre– and post–IPO planning; exit tactics

Trust & Estate

  • Living and Family Trusts; Wills
  • Estate planning, management and litigation (trusts, holdcos, multiple beneficiaries)
  • Attorney for Property, Executor, Trustee or Court-Appointed Personal Representative
  • Trust administration and structuring
  • Agent services for ongoing tasks (e.g., tax compliance)
  • Escrow arrangements

Philanthropy

  • Dedicated philanthropic and legacy planning
  • Creation and administration of private foundations
  • Effective implementation of tax-efficient strategies
  • BMO Charitable Giving Program

Family Wealth Services

  • Family education and governance
  • Legacy planning
  • Cash flow management and financial reporting