DAVIES

We work best with families, individuals and business owners who are committed to pursuing financial well-being, those who desire professional guidance and understand the value of professional, objective advice. If that sounds like you, we would love to hear from you... Wealth is personal and complex. We work to create sophisticated, tailored wealth solutions for high-net-worth individuals and families... We are a tight-knit team within BMO Nesbitt Burns partnering with families, individuals and business owners in Canada and the US providing individualized comprehensive investment advice based on their financial and life goals and their stage of life. We abide by a fiduciary standard, which always puts the client's interests first. We enjoy meeting new people to learn more about their goals and discuss how we may be able to help. Our ultimate goal is to positively impact our clients' lives.

Also known as: The Davies Group

Primary location: Toronto