Davis-Rea

Davis-Rea Ltd is a privately owned investment management firm based in Toronto, Ontario. Established in 1997, the company primarily offers wealth and portfolio management services to high net worth individuals and institutional investors. It manages tailored client portfolios and also develops and oversees equity, fixed income, and balanced mutual funds. The firm focuses its investments in the public equity and fixed income markets of the United States and Canada, employing qualitative analysis to inform its portfolio creation. In addition to investment management, Davis-Rea provides risk management and investment advisory services, catering to the diverse financial needs of its clientele.