Welcome to Davies & Mahnke Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.
We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years. Yet we always meet every new client with a fresh perspective to consider their goals and uncover their unique needs.
We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.
Our advisor(s) clearly understand what is involved in preparing a proper financial plan and in particular, were able to understand and model some peculiar situations related to income received through my business. In addition, their responsiveness, completeness and accuracy of information has met or exceeded my high expectations. With me at the point of retiring and my employment income coming to an end, I'm sure it can be a scary time for many people at this point in their lives, however, with Neil and Matt having prepared a very thorough financial plan for us with a conservative set of assumptions and spent much time going through it with us and discussing it with us, we are very confident and comfortable as we now move into retirement.
As a business owner, having a well thought out tax and estate plan is key for financial success.
For many families, it is much more important to preserve the family cottage than any other asset. Those who want to leave the cottage to their children must plan for the tax consequences and disputes which may arise upon their death. The concepts here apply to any vacation property, including a ski chalet or condo.
When an estate or gift is left to a child, it can be subject to a family property claim if the child later separates or divorces. But, there are ways to protect the inheritance, which ensures your child is the sole beneficiary.
The IG Wealth Management Philosophy
Access some of the world's pre-eminent investment opportunities with IG.
Discover a synchronized approach
One Cottage. four kids. How will you divide it up without dividing them up? Enjoy a synchronized approach to leaving your legacy.
We manage the complexities of your wealth to enhance your financial well-being.