Davis Rea

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Davis Rea — overview

About

Davis Rea is a Canada-based wealth manager. The firm was formed by merging D.A.C. Davis Investment Counsel Inc. and Lewis-Rea Ltd. Its services include financial planning, investment counseling, insurance management, investment management, business succession planning, estate planning, and risk management services. It advises private clients and institutions. In Q1 of 2025, Davis Rea acquired GlobeInvest Capital Management.

Davis Rea - known decision makers (8)

Position	Location	Asset Class
Chairman, Chief Executive Officer & Portfolio Manager	Toronto, Canada	HFPD
Chief Operating Officer & Portfolio Manager	Toronto, Canada	HFPD
Chief Financial Officer & Portfolio Manager	Toronto, Canada	HFPD
Controller	Toronto, Canada	HFPD
Head of Wealth Advisory	Toronto, Canada	HFPD

Showing 5 of 8 known decision makers Davis Rea

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