WE ARE DAVIS REA. We are advisors. Which means we give advice, which simply means guidance. Which also makes us guides. All of that is to say that we are here to help show you the way.

Now, there are many ways in which we do that. So, why us?

Well, we have knowledge, deep knowledge. Not just expertise within our core competencies, which make no mistake about it we have in spades, but also in life. We have succeeded and failed, loved and lost, been to the mat and gotten up again and in some cases thought we had seen it all, until something or someone comes along to remind us that indeed we have not.

We know that fundamentally we are a money business. But what we also know, and what is critically important to us, is that we are also a people business. And unlike money, people are not and never will be an exact science.

We, and our partners, execute our responsibilities to our clients with grace, innovation, dignity, courage, consistency and conviction. We are here to serve, and to serve means to honour the commitment we have made to our clients and to each other.

We do what we do because we are in the business of building something successful that lasts. Not only for our clients and partners but for ourselves, to say it otherwise would be misleading and that is one of many things we are not.

We do what we do because human connection is meaningful to us. Exploration of possibility is important to us. The wellness of future generations is important to us.

Our place is found at the many intersections of many lives and events and we are here to take care of our clients, to create for them, to understand their stories and to also create new ones. We will show up for you, and while it is not always comfortable, it is always real, always genuine, always the truth and always with the best ideas, the best plan, and the best team.