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.
Brian Davies BSc
Throughout over three decades of professional financial planning, Brian Davies has witnessed a great deal of progress and change within the financial services industry. In recent years, Brian has taken a mentorship role within Davies & Mahnke to instill his philosophies on client service excellence and the importance of relationships for the next generation of financial planners.
Detailed and dedicated, Brian built his reputation on applying practical and sound financial strategies on behalf of his clients, many of whom continue to be dear friends to this day.
During his career, Brian achieved and maintained his Certified Financial Planner designation and was a member of the Society of Trust and Estate Practitioners. His extensive experience planning for multi-generational families draws on his wide-ranging financial and industry knowledge.
Brian raised his family in London, Ontario, with his wife, Janet. Over the years, he has been fortunate to have served his community in a variety of volunteer, appointed, and elected positions.
Doug Steinburg BBA, CFP®
Doug Steinburg joined Davies & Mahnke as an Associate Consultant after a career in management at a major Canadian bank. With over 30 years in the financial services industry, Doug’s experience leads clients through a wide scope of foundational knowledge throughout the planning process. Balanced judgement and patience are just two of the strengths Doug brings to strong client relationships in our London, Ontario office. Doug’s personal experience offers valuable perspective to help you navigate life events that require specialized planning including caring for elderly parents, blended families and the 10-year countdown to retirement.
Doug is a proud Golden Hawk, earning his Honours BBA degree from Laurier University. Following this, Doug received the designation of Fellow, Institute of Canadian Bankers (FICB) and has held the designation of Certified Financial Planner for over 20 years.
Doug and his wife, Neave, live in London near their children Nick, Leanna, Brian, and Justin. Doug and Neave are enjoying new roles as grandparents to Ashton and Cameron. He is an active member of the community as a volunteer and a board member for local charities.
Doug enjoys being active, including spoiling a nice walk (golf), old-timer hockey, and travel.
Clients feel comfortable making difficult decisions when they know I've used my experience and knowledge to evaluate the options on their behalf. I take their trust very seriously. As a professional, it’s very motivating to me to be both trusted and relied upon by people I respect.
Matthew D. Lippert B.Comm, CFP®
Matthew works with families and professionals at all life stages seeking the clarity and confidence that comes from a comprehensive financial road map. Matthew joined Davies & Mahnke in 2017 after earning an Honours Bachelor of Commerce degree with a focus in Management Economics and Finance.
Matthew works carefully to ensure his comprehensive investment advice and risk management strategies are tailored to your goals as your life evolves. Clear communication and attention to detail form the foundation of Matthew’s transparent planning approach so you can be confident that any future opportunities will be managed proactively while you focus on your business and family.
As a member of the 56th Field Artillery Regiment (RCA) out of Brantford, Ontario, Matt proudly served as a Reserve Artillery Soldier for 6 years. His combined business acumen and military background provide him a unique and structured perspective when it comes to strategic implementation for clients.
Matt was born and raised in the rural area of Courtland, Ontario and has since made Guelph his home after attending the University of Guelph.
When I'm helping clients make decisions I start by quantifying the potential outcomes, so they know I'm offering objective advice with evidence. But I also believe it's important to balance facts and figures with heart. Knowing that they feel good about the outcome is the best part of my job.