Uncommon sense
and why it matters.

  • Wealth Management
  • Financial Planning
  • Estate Planning

The F-Word and why We Swear by it.

Fiduciary. It's the legal obligation to act in the best interest of our clients. Many in the financial industry aren't held to this standard, but here at Davis Rea we've chosen to be bound by the highest grade of service and care. You're not an account number or someone's sales target, you're part of our family.

We know that transparency builds trust. We don't hide our fees in the fine print and we believe that when it comes to your money, nothing short of full disclosure will do. What you see is what you get—informed, objective advice driven by your best interests alone. It's you first, always.

Meet Your Team

Libby has over 30 years of financial services and planning experience. She was the founder of Wildman & Associates, a highly successful management firm that provided a comprehensive set of financial services and life management products. She has the expertise and industry knowledge to be able to ensure that the right answers can be provided for each client’s individual questions and circumstances. Libby has built long-lasting relationships with her clients based on sound advice and continuous follow-up. She is very engaged with her industry and community as a lifetime member of ADVOCIS and a member of CALU. Libby is also involved with numerous mentoring opportunities and charities both locally and internationally involving children and women’s rights.

Tom joined Davis Rea in 2015 and is responsible for maintaining and developing private client relationships for the firm. Tom is also a member of Davis Rea’s investment committee. Tom has 30 years experience in client service having managed corporate relationships across Canada, The United States, the United Kingdom and Europe.

Maya Perrault comes to Davis Rea with over 10 years of experience in client service. Deeply committed to ensuring a successful outcome for every client, Maya understands the importance of meeting an investor’s evolving needs in a constantly changing market. She is also involved in the organization of client events and marketing materials for Davis Rea.

J.C. joined Davis Rea in November 2017 as an associate. He is responsible for the trading of securities held in individual client accounts and works on the operations side to coordinate the timely allocation and settlement of all trading activity with Davis Rea’s counterparties. J.C. is also a member of the Investment Committee, contributing equity research to identify investment opportunities. He received a Bachelor of Management and Organizational Studies degree with a Specialization in Finance from the University of Western Ontario and is currently a CFA Level 2 Candidate. Prior to joining Davis Rea, J.C. held a co-op position as a Sales and Trading Analyst on the Institutional Equity trading desk at TD securities.

John O’Connell, Chairman and CEO of Davis Rea, is a leader in the wealth management industry. As Chairman of the Davis Rea Investment Committee, he provides the strategic direction for the company.

John is a Fellow of the Canadian Securities Institute and has earned his Chartered Financial Analyst. His keen market insights, analysis and trademark no-nonsense commentary are frequently sought out by national business news media.

Ann McCulloch brings over 25 years of financial services experience to Davis Rea. She is actively involved in the day-to-day operation of the Davis Rea funds, as well as marketing Davis Rea’s services to potential clients.

With over 20 years’ experience in the financial sector, Chief Strategist John Johnston provides research and advice exclusively tailored to the needs of Davis Rea clients. His extensive background in analyzing developments in global financial markets has earned him widespread respect.

Ana Maria Galarza is the Treasurer of the Manager. Ana Maria’s responsibilities include updating operational budgets, preparing financial statements for the Board of Directors and acting as liaison with the firm’s auditors. Ana Maria ensures that all financial regulatory filings are up to date and serves on the firm’s Operations Committee. She earned her CPA, CGA designation in early 2018.

Laura joined Davis Rea in November 2014. Since then, she has worked both on the client services and operations side. As the firm’s project manager, she has streamlined much of the technological services used by Davis Rea. Laura continues to come up with fresh ideas that allow our team to become more efficient and provide even better service to our clients. She looks forward to continuing to make changes that reflect Davis Rea’s forward thinking philosophies.

 

Ian Fung is a Vice President and Portfolio Manager, focusing on North American equities and fixed income. In addition to security analysis to identify investment opportunities, Ian is also responsible for the trading of securities for the Firm and is a member of the Investment Committee. Ian received an Honours Bachelors of Arts degree from Queen’s University and has earned his Chartered Financial Analyst (CFA) designation. Prior to joining Davis Rea in 2014, Ian held various roles at Gluskin Sheff + Associates on both the trading desk and in the client service group.

Debbie’s career began, and continued for 15 years, at Imperial Life in the Group Administration Department as well as a Group Medical Underwriter. Prior to joining Wildman & Associates, Debbie also worked for Manulife Financial in the Individual Life Marketing Department. Her extensive experience in the insurance industry, and her passion for “getting it right” allows her to provide exceptional service to clients.

Zachary Curry is a Portfolio Manager and the President of Davis Rea. Zach determines asset allocation strategies for current and prospective clients, as well as appropriate investments for discretionary accounts. As President, he oversees the day-to-day affairs of the company, including compliance, information technology and portfolio management trading systems. Zach is also a member of the Investment Committee.

Meet Your Team

Zachary
Curry President & Portfolio Manager

Debbie
Dennie Client Services

Ian
Fung Vice President & Portfolio Manager

Laura
Gabor Project Manager, Operations

Ana
Maria Galarza Treasurer

John
Johnston EVP & Chief Strategist

Ann
McCulloch Vice President, Client Services

John
O’Connell Chairman & CEO

J.C.
O’Connell Associate

Maya
Perrault Client Services

Tom
Ridout Vice President

Libby
Wildman Senior Partner

Close Overlay Zachary Curry

Zachary Curry
President & Portfolio Manager

Zachary Curry is a Portfolio Manager and the President of Davis Rea. Zach determines asset allocation strategies for current and prospective clients, as well as appropriate investments for discretionary accounts. As President, he oversees the day-to-day affairs of the company, including compliance, information technology and portfolio management trading systems. Zach is also a member of the Investment Committee.

Close Overlay

Debbie Dennie
Client Services

Debbie’s career began, and continued for 15 years, at Imperial Life in the Group Administration Department as well as a Group Medical Underwriter. Prior to joining Wildman & Associates, Debbie also worked for Manulife Financial in the Individual Life Marketing Department. Her extensive experience in the insurance industry, and her passion for “getting it right” allows her to provide exceptional service to clients.

Close Overlay Ian Fung

Ian Fung
Vice President & Portfolio Manager

Ian Fung is a Vice President and Portfolio Manager, focusing on North American equities and fixed income. In addition to security analysis to identify investment opportunities, Ian is also responsible for the trading of securities for the Firm and is a member of the Investment Committee. Ian received an Honours Bachelors of Arts degree from Queen’s University and has earned his Chartered Financial Analyst (CFA) designation. Prior to joining Davis Rea in 2014, Ian held various roles at Gluskin Sheff + Associates on both the trading desk and in the client service group.

Close Overlay Laura Gabor

Laura Gabor
Project Manager, Operations

Laura joined Davis Rea in November 2014. Since then, she has worked both on the client services and operations side. As the firm’s project manager, she has streamlined much of the technological services used by Davis Rea. Laura continues to come up with fresh ideas that allow our team to become more efficient and provide even better service to our clients. She looks forward to continuing to make changes that reflect Davis Rea’s forward thinking philosophies.

 

Close Overlay Ana Maria Galarza

Ana Maria Galarza
Treasurer

Ana Maria Galarza is the Treasurer of the Manager. Ana Maria’s responsibilities include updating operational budgets, preparing financial statements for the Board of Directors and acting as liaison with the firm’s auditors. Ana Maria ensures that all financial regulatory filings are up to date and serves on the firm’s Operations Committee. She earned her CPA, CGA designation in early 2018.

Close Overlay John Johnston

John Johnston
EVP & Chief Strategist

With over 20 years’ experience in the financial sector, Chief Strategist John Johnston provides research and advice exclusively tailored to the needs of Davis Rea clients. His extensive background in analyzing developments in global financial markets has earned him widespread respect.

Close Overlay Ann McCulloch

Ann McCulloch
Vice President, Client Services

Ann McCulloch brings over 25 years of financial services experience to Davis Rea. She is actively involved in the day-to-day operation of the Davis Rea funds, as well as marketing Davis Rea’s services to potential clients.

Close Overlay John O’Connell

John O’Connell
Chairman & CEO

John O’Connell, Chairman and CEO of Davis Rea, is a leader in the wealth management industry. As Chairman of the Davis Rea Investment Committee, he provides the strategic direction for the company.

John is a Fellow of the Canadian Securities Institute and has earned his Chartered Financial Analyst. His keen market insights, analysis and trademark no-nonsense commentary are frequently sought out by national business news media.

Close Overlay

J.C. O’Connell
Associate

J.C. joined Davis Rea in November 2017 as an associate. He is responsible for the trading of securities held in individual client accounts and works on the operations side to coordinate the timely allocation and settlement of all trading activity with Davis Rea’s counterparties. J.C. is also a member of the Investment Committee, contributing equity research to identify investment opportunities. He received a Bachelor of Management and Organizational Studies degree with a Specialization in Finance from the University of Western Ontario and is currently a CFA Level 2 Candidate. Prior to joining Davis Rea, J.C. held a co-op position as a Sales and Trading Analyst on the Institutional Equity trading desk at TD securities.

Close Overlay Maya Perrault

Maya Perrault
Client Services

Maya Perrault comes to Davis Rea with over 10 years of experience in client service. Deeply committed to ensuring a successful outcome for every client, Maya understands the importance of meeting an investor’s evolving needs in a constantly changing market. She is also involved in the organization of client events and marketing materials for Davis Rea.

Close Overlay Tom Ridout

Tom Ridout
Vice President

Tom joined Davis Rea in 2015 and is responsible for maintaining and developing private client relationships for the firm. Tom is also a member of Davis Rea’s investment committee. Tom has 30 years experience in client service having managed corporate relationships across Canada, The United States, the United Kingdom and Europe.

Close Overlay

Libby Wildman
Senior Partner

Libby has over 30 years of financial services and planning experience. She was the founder of Wildman & Associates, a highly successful management firm that provided a comprehensive set of financial services and life management products. She has the expertise and industry knowledge to be able to ensure that the right answers can be provided for each client’s individual questions and circumstances. Libby has built long-lasting relationships with her clients based on sound advice and continuous follow-up. She is very engaged with her industry and community as a lifetime member of ADVOCIS and a member of CALU. Libby is also involved with numerous mentoring opportunities and charities both locally and internationally involving children and women’s rights.

Our Services

We're a boutique firm and your one-stop financial stop offering tailored investment portfolios, personalized financial and estate planning, comprehensive insurance protection, and strategic overall wealth management.

We're in this for the long-term. We believe that strong, steady performance is the result of strategy, stewardship, and sound discipline. This is about more than growing your wealth, it's about building a future that you—and your family—can depend on.

Davis Rea Ltd.

79 Wellington Street West
Suite 3535, P.O. Box 239
Toronto, Ontario M5K 1J3
416.324.2200
info@davisrea.com

Let's Talk

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