Brian Davies BA
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.