Davies & Mahnke is a team of dedicated financial professionals committed to guiding affluent families across Canada toward their financial goals. With a focus on personalized strategies, we work closely with our clients, anticipating their evolving financial needs. Our bespoke services and wealth management solutions are designed to help clients manage the complexities of multi-generational wealth for both personal and business purposes.
Trust Davies & Mahnke to provide exceptional guidance and support as you navigate your unique financial journey.
40 years
of unbroken service
9 out of 10
new clients are referrals
Dedicated service to a limited number of families
Our Approach
Our comprehensive wealth management solutions are designed to cater to your specific needs.
- We specialize in simplifying your financial life, while creating sophisticated and nuanced financial plans that balance your investments, risk management and legacy protection.
- We conduct a thorough assessment of your unique financial components, family and business structures, and personal goals.
- We take the time to understand your goals and concerns to achieve your desired outcome.
- Based on your goals, we develop an integrated plan that synchronizes legal and accounting advice for your business and family's needs.
- We strive to balance risks with the rewards of living life to its fullest.
Good fortune is what happens when opportunity meets with planning
- Thomas A. Edison
Who We Help
We are committed to helping affluent Canadian families manage the complex and evolving needs of their wealth.
Regardless of whether you are a professional, an entrepreneur on the rise, or already enjoying retirement, we adopt a comprehensive approach to your financial well-being. Our wealth management solutions are designed to cater to your specific needs, ensuring a tailored approach that aligns with your personal and business goals to effectively manage your wealth.
Our specialized approach is uniquely tailored for:
- Business owners/founders
- Professionals
- Their families
Our Solutions
Based on your unique goals and personal situation, we tailor an approach using the most appropriate tools to manage your wealth and achieving your goals including:
Tax Efficiency
Investment Strategy
Risk Management
Business Succession
Retirement Planning
Intergenerational Wealth and Philanthropy