Uncommon sense
and why it matters.

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The F-Word and why We Swear by it.

Fiduciary. It is the legal obligation to act in the best interest of our clients – the highest standard of service and care. Davis Rea is bound by it but, oddly, many in the financial industry are not. While Canadian regulators toy with the idea of imposing ‘fiduciary duty’ on the entire industry, we’re already abiding by the mandate to put your welfare ahead of our own.

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What's Keeping You Asleep at Night?

Confidence in the financial industry has been shaken and advisers who fuel unrealistic expectations only make matters worse. Solid, steady performance – the kind future lifestyles depend on – is the result of strategy, stewardship and sound discipline. By upholding our fiduciary responsibility to focus on your best interests, we are not just growing your equity. We are restoring your peace of mind.

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All of Our Clients See Right Through Us.

Transparency builds trust. So we’re open about the way we make money for you, and from you. It’s not just good practice, it’s our fiduciary duty to be above board. While others in the financial industry may disdain the notion of total disclosure, we welcome it. Because we believe what you see should be what you get: informed, objective investment advice, untarnished by any interests but your own.

Meet Your Team

Count on the highest level of personal attention from a dedicated client service team, and the proven expertise of our extraordinarily accessible and experienced portfolio managers. Because you deserve to feel what Davis Rea clients have been feeling for more than 15 years: complete peace of mind.

John
O'Connell Chairman & CEO

Eric
Chandler Analyst

Zachary
Curry COO & Portfolio Manager

Douglas
Davis Vice Chairman

John
Johnston EVP & Chief Strategist

Wendy
Chen VP, Relationship Management

Mark
Wisniewski EVP & Portfolio Manager

Ian
Fung Associate

Ann
McCulloch VP, Client Services

Maya
Perrault Client Services

Ana
Maria Galarza Treasurer

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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 a Chartered Financial Analyst. His keen market insights, analysis and trademark no-nonsense commentary are frequently sought out by national business news media.

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Eric Chandler

Eric Chandler
Analyst

Research Analyst, Eric Chandler, Eric completed internships in the research department at Gluskin Sheff + Associates prior to joining Davis Rea in 2012.

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Zachary Curry

Zachary Curry
COO & Portfolio Manager

Zachary Curry is a Portfolio Manager and the Chief Operating Officer of Davis Rea. Zach determines asset allocation strategies for current and prospective clients, as well as appropriate investments for discretionary accounts. Since assuming COO duties, he has been overseeing 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.

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Wendy Chen

Wendy Chen
VP, Relationship Management

Wendy is an integral member in our efforts to maintain and develop relationships with new and existing clients. Additionally, with a solid background in capital markets, she is able to establish meaningful connections within the retail advisor channel. Wendy is also a member of Davis Rea’s investment committee and is principally involved in the day to day marketing of the Company’s services.

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Douglas Davis

Douglas Davis
Vice Chairman

Throughout a forty-six-year career in financial services, Douglas Davis has engaged in commercial banking, securities analysis and sales, venture capital management and investment banking. A key member of the Investment Committee, his skills include securities analysis and portfolio management.

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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.

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Mark Wisniewski

Mark Wisniewski
EVP & Portfolio Manager

Mark Wisniewski is an Executive Vice President and Portfolio Manager, specializing in Fixed Income. His extensive experience in the management, trading and analysis of debt securities has given him significant insight into the investment process. Throughout his career, Mark has traded the full spectrum of fixed income, heading liability trading, sales, origination and research for TD Securities, Goldman Sachs and BMO Nesbitt Burns.

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Ian Fung

Ian Fung
Associate

Ian Fung is a Trading & Client Services Associate responsible for Davis Rea’s trading activities. Prior to joining Davis Rea in 2014, Ian worked at Gluskin Sheff + Associates on both their trading desk and in their client services group.

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Ann McCulloch

Ann McCulloch
VP, 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.

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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.

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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.

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Five Funds. That's It.

Every Davis Rea Client has very specific needs and objectives that are innately their own. It’s imperative that we understand each and every one. We do this together, by asking questions about assets, risk tolerances and time horizons to determine a customized investor profile.

We have different strategies that complement each Client profile, with strategies consisting of segregated portfolios in excess of $1,000,000 or one or more of our five Funds. And it works. Davis Rea has a very successful long-term track record and, more importantly, a family of long-term Clients.

View Our Funds
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Balanced Fund

The investment objective of the Davis Rea Balanced Fund is to preserve capital and to minimize market fluctuations while generating superior long-term returns by primarily investing in a combination of equity and fixed income investments, either directly or indirectly. The Manager may shift the weighting of the Balanced Fund’s assets from time to time based on its assessment of the markets. The equity securities and fixed income investments held by the Balanced Fund may include foreign securities. Usually, the Manager will not invest the Balanced Fund in such fixed income investments unless they have a rating of B or higher. The duration of any fixed income investment held by the Balanced Fund will also vary depending on the Manager’s assessment of the direction of interest rates. At the discretion of the Manager, the Balanced Fund may also hold cash and/or short-term money market instruments, and may from time to time invest up to 70% of its assets in units of the Davis Rea Equity Fund and/or the Davis Rea Fixed Income Fund. The Balanced Fund may also invest in preferred shares and convertible debentures. See fund information

Equity Fund
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Equity Fund

The investment objective of the Davis Rea Equity Fund is to preserve and enhance capital by primarily investing in Canadian, U.S. and international equity securities for long-term gain. Securities for the Equity Fund will be selected by the manager based on their assessment of the markets and potential investment opportunities. The Manager intends to focus the Equity Fund on various sectors of the economy from time to time, and will typically only invest in large to medium capitalized companies with a market capitalization of not less than $250 million. Any exceptions to this market capitalization will be limited to 10% of the value of the Equity Fund. Derivatives may also be used by the Manager from time to time to hedge against changes in currency, losses from movements in the stock markets or to realize additional gains. At the discretion of the Manager, the Equity Fund may also hold cash and/or short-term money market instruments, fixed income securities and convertible debentures, and may from time to time invest up to 10% of its assets in units of the Davis Rea Fixed Income Fund. See fund information

Fixed Income Fund
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Fixed Income Fund

The investment objective of the Davis Rea Fixed Income Fund is to preserve capital while providing income while providing income and some capital gains by primarily investing in bonds and fixed income securities with a strong credit rating. The fixed income investments held by the Fixed Income Fund may include government securities, corporate securities and bonds issued by foreign governments and issuers. Usually, the Manager will not invest the Fixed Income Fund in such investments unless they have a rating of B or higher. The duration of any fixed income investment held by the Fixed Income fund will also vary depending on the Manager’s assessment of the direction of interest rates. At the discretion of the Manager, the Fixed Income Fund may also hold cash and/or short-term money market instruments, preferred shares and convertible debentures. See fund information

Partners Fund
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Partners Fund

The investment objective of the Davis Rea Partners Fund is to provide capital appreciation by primarily investing in Canadian, U.S. and international equity securities for short-term and long-term gain. Securities for the Partners Fund will be selected by the Manager based on its assessment of the markets and potential investment opportunities. The Manager intends to focus the Partners Fund on various sectors of the economy from time to time, and will typically invest in small and medium capitalized companies, as well as larger capitalization companies. Derivatives and currency hedges may also be used by the Manager from time to time to hedge against losses from movements in the stock markets or to realize additional gains. At the discretion of the Manager, the Partners Fund may also hold cash and/or short-term money market instruments, bonds, warrants, forwards, future contracts and distressed debt securities, and may from time to time invest in units of one or more of the other funds. The Partners Fund may also engage in short selling and use leverage from time to time, as determined by the Manager. See fund information

Enhanced Income Fund
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Enhanced Income Fund

The investment objective of the Davis Rea Enhanced Income Fund is to provide income and capital appreciation by primarily investing in a diversity of Canadian, U.S. and international fixed income securities for short-term and long-term gain. Securities for the Enhanced Income Fund will be selected by the Manager based on its assessment of the markets and potential investment opportunities. The Manager intends to focus the Enhanced Income Fund on various sectors of the economy, and might invest in small and medium capitalized companies, as well as larger capitalization companies. Derivatives and currency hedges may also be used by the Manager from time to time to hedge against losses from movements in fixed income and equity markets or to realize additional gains. Government bonds may be sold short to reduce interest rate risk. At the discretion of the Manager, the Enhanced Income Fund may also hold cash, short-term money market instruments, fixed income securities (including government bonds, investment-grade corporate bonds, high-yield bonds, credit-linked notes, credit default swaps, asset swaps, asset-backed securities, mortgage-backed securities, collateralized debt, government agencies, convertible debentures and bank loans), equities (including common shares, preferred shares, income trusts and royalty trusts), warrants, forwards, futures contracts and distressed debt securities, and may from time to time invest in units of one or more of the other funds. The Enhanced Income Fund may use derivative instruments to achieve its investment objective. The Enhanced Income Fund may also engage in short selling and use leverage, as determined by the Manager. See fund information

Five Funds. That's it.

Davis Rea Ltd.

Investment Counsel
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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