Davis Rea Ltd. Investment Counsel

Independent, boutique wealth management & financial planning firm for Canadians

[Davis Rea Ltd. Investment Counsel @DavisReaLtd]

The best financial decision making occurs when we have the best advice. If you're still searching for the perfect financial advisor, check out the @libbywildman Illumination Minute, shedding light on financial mysteries that, well...shouldn't be!

[Davis Rea Ltd. Investment Counsel @DavisReaLtd]

Ringing in 2023 with warmth, positivity, and determination! Thanks for kicking off another year with us. Love, your team at Davis Rea.

Interested in starting the year with some smart financial decisions? Us too. Reach out at https://t.co/fg0acAzr61.

[Davis Rea Ltd. Investment Counsel @DavisReaLtd]

We hope you enjoyed a wonderful weekend with family and friends. Here’s wishing you a happy and healthy holiday season from the Davis Rea team.

https://t.co/01SadD3pvK

[Davis Rea Ltd. Investment Counsel @DavisReaLtd]

A quick peak behind the scenes in our studio! 🎬
When our clients have access to the latest information they're able to make better decisions for their portfolios. Keeping you informed is part of our dedication to helping you manage your money.

[Davis Rea Ltd. Investment Counsel @DavisReaLtd]

Why do scams keep happening and how can investors make sure they don’t get duped by one? Watch this conversation with John O’Connell, a guy who’s seen it all in his 35+ years managing investors' money.

Watch the full video here: https://t.co/wNszRKiTdR

[Davis Rea Ltd. Investment Counsel @DavisReaLtd]

Let's revisit Investing vs. Speculating in a bit more depth...🎥

To contact an advisor, visit https://t.co/fg0acAzr61 or visit the link in our bio.

[Davis Rea Ltd. Investment Counsel @DavisReaLtd]

Our values are simple, but integral and consistent throughout everything we do. Trust in professionals worth trusting in.

Contact Davis Rea today.
https://t.co/fg0acAzr61

[Davis Rea Ltd. Investment Counsel @DavisReaLtd]

Investing vs. Speculating...If you want to speculate in the stock market, knock yourself out, but we wouldn't recommend it.

Read the full story from Uncommon Sense Investor here: https://t.co/s9hl4otiMn

[Davis Rea Ltd. Investment Counsel @DavisReaLtd]

Join John O'Connell today with four ways to determine risk tolerance when investing in the stock market.

[Davis Rea Ltd. Investment Counsel @DavisReaLtd]

Visit us at https://t.co/fg0acAzr61 to learn more, or contact [email protected] to speak to our team of professionals today.

[Davis Rea Ltd. Investment Counsel @DavisReaLtd]

You've heard the term asset allocation but what does it actually mean when put into practice? In this instalment of our ongoing video investment series, John O'Connell explains why most investors should allocate their money into these three investment buckets.

[Davis Rea Ltd. Investment Counsel @DavisReaLtd]

How are you coping with the wild swings in the stock market? How much stomach do you have for volatility and risk? In part five of our Investor Education Series, here are four ways to determine your risk tolerance.

Watch the full video here: https://t.co/1YMas6j7BJ

[Davis Rea Ltd. Investment Counsel @DavisReaLtd]

We've got a quick announcement...

We will be hosting our quarterly conference call Tuesday, October 25th at 11 am! To learn more, and register online visit the link below:
https://t.co/UgnigWEdnM

[Davis Rea Ltd. Investment Counsel @DavisReaLtd]

There are many ways to manage your portfolio, so why Davis Rea?
We swear by the F-word. Fiduciary. That means we owe a duty to you and we’re responsible only to you.

Contact us today to learn more and start a conversation.
💡 [email protected]

[Davis Rea Ltd. Investment Counsel @DavisReaLtd]

Navigating the more difficult parts of life never comes with a road map. But there are specialists who can walk you through it, so your finances don't need to be a point of stress. At Davis Rea, our professionals care deeply for the well-being of our clients.

[Davis Rea Ltd. Investment Counsel @DavisReaLtd]

We’re back with Chris Mayer to talk some sense into us during this bear market. Following media narratives and short-term thinking can be very detrimental to your portfolio. Learn more and read the full article with Uncommon Sense Investor.

https://t.co/xHoFiZWUZ1

[Davis Rea Ltd. Investment Counsel @DavisReaLtd]

If you haven't yet purchased your ticket for Financial Literacy Bootcamp tonight, don't miss out! Email [email protected] for last-minute passes, and come join us for a night of learning, networking, and delicious food + drinks at the Davis Rea office in Toronto.

@libbywildman

[Davis Rea Ltd. Investment Counsel @DavisReaLtd]

Today, we’re taking a moment to spotlight team member Mark Bunting!
Check us out on LinkedIn, Facebook, or Instagram for more information on our team.

Visit the link in our bio to learn more.

[Davis Rea Ltd. Investment Counsel @DavisReaLtd]

Explore content to keep you in the know.

Discover Uncommon Sense Investor’s five reasons the
market hasn’t hit bottom. Link below...
https://t.co/l8zXIP8ERm

[Davis Rea Ltd. Investment Counsel @DavisReaLtd]

September is a great time to revisit your goals, and your tactics to achieve them. We’re here to help ensure your efforts pay off. Contact us today to learn more about how #DavisRea Investment Counsel can help you achieve your goals financially.
https://t.co/fg0acAzr61