Neil F. Mahnke BA , CFP®, CLU
Neil Mahnke is the co-founder and Principal of Davies & Mahnke. With over 25 years of experience in the financial services industry, Neil provides leadership and direction to a team of professionals with a common goal; delivering impeccable service to clients. An analytical fact-finder by nature, Neil finds some of the most rewarding synergy in his relationships with successful business owners whose complex financial needs include multi-level corporate and trust structures. Neil approaches multi-generational planning strategies on behalf of clients with the same care and due diligence he applies for his own family’s integrated plan.
In a world where information and investment products are commodities, Neil believes the true value of financial planning lies in the process of defining what success means to you. From this belief he developed his L.I.F.E. Vue process, designed to understand your unique vision of success and create a legacy for your family.
Neil and his wife, Kimberley, are proud parents to their young daughter, Margo Rose. Neil enjoys focusing his community involvement locally in Puslinch, Ontario where he was born and raised and continues to enjoy family life. As a charter member and past President of The Rotary Club of Guelph South, Neil’s community focus is most evident in his creation of The Annual Volunteer Appreciation Brunch, recognizing the efforts of local volunteers and charities.
An avid oenophile with a love of global cuisine, you can often find Neil enjoying time with his daughter at her current favourite restaurants, Mucho Burrito and Harvey’s.
As a father and a business owner, I understand the universal problem of too little time in a day. I take ownership of managing my clients' personal and corporate finances so they can stay focused on what they do best in their business and at home. You have a CFO for your business, you deserve a CFO for your family.