Get More Life From Your Wealth
We guide business owners and affluent families to monetize their life’s work and build a legacy with intention.
What We Do
Success isn’t about chasing returns. It is about clarity of purpose.
Davies & Mahnke guides affluent families across Canada through the complexities of multigenerational wealth. We align your personal and business priorities through strategic planning and a collaborative family office structure.
We partner seamlessly with leading tax, legal, and insurance experts to deliver a unified, integrated experience. By focusing on the areas we can control, we help you transform your wealth from numbers on a page into a legacy built with intention.
Our Story In Numbers
Where industry leadership meets a lifetime of trusted partnership.
Top 1%
IG Wealth Management Advisors
40 years
of unbroken service
9 out of 10
new clients are referrals
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Our Approach
We guide affluent families through every stage of their financial journey, specializing in monetizing business success, managing tax implications, and building generational wealth.
Our proprietary L.I.F.E. Vue™ Process is a collaborative methodology designed to give you clarity and control. By weaving together legal, tax, and accounting advice, we optimize the areas we can control, such as structure, planning, and behavior, to deliver confident outcomes.
Deep Discovery & Clarity
We go beyond the numbers to conduct a sophisticated assessment of your family structure, business interests, and personal goals. This process gives you a complete, nuanced view of your wealth and clarity of purpose.
Integrated Team Approach
By partnering seamlessly with your trusted tax and legal professionals, we deliver unified advice. We integrate every facet of your financial world into one cohesive strategy to save you time and reduce complexity.
Balance & Legacy Planning
We design strategies that thoughtfully balance tax efficiency and risk management with your long-term succession goals. We ensure your wealth becomes a lasting legacy built with intention rather than just numbers on a page.
Confidence in Every Decision
We provide proactive, purposeful guidance to help you navigate market shifts and life changes. This empowers you to make clear decisions so you can live life to its fullest with peace of mind.
Good fortune is what happens when opportunity meets with planning
-Thomas A. Edison
We specialize in guiding business owners, founders, and C-suite executives through a deeply integrated wealth management experience. Whether you are building a legacy or preparing for succession, our collaborative approach ensures your professional success translates into lasting financial security for your family.
Business Owners & Founders As fellow business owners, we understand your unique pressure points. We help you monetize your hard work, structure your assets for tax efficiency, and ensure your business transition secures your family’s future.
C-Suite Executives We help you navigate the complexities of sophisticated compensation, stock options, and tax obligations. We build comprehensive plans that turn your high-earning years into a retirement defined by freedom and choice.
A goal without a plan is just a wish.
— Antoine de Saint-Exupéry
Tax Efficiency
Investment Strategy
Risk Management
Business Succession
Intergenerational Wealth Transfer
Retirement Planning
Our Solutions
Your wealth should provide freedom rather than complexity. We deliver a fully integrated plan to ensure every aspect of your financial well-being is covered. We collaborate with your experts to maximize tax efficiency and refine your investment strategy. We prioritize risk management to protect your lifestyle today. Whether planning for business succession or a confident retirement, we ensure your hard work translates into a lasting legacy for the people and causes you care about most.
Our Solutions
Based on your unique goals and personal situation, we tailor an approach using the most appropriate tools to manage your wealth and achieving your goals.
Our Solutions
Based on your unique goals and personal situation, we tailor an approach using the most appropriate tools to manage your wealth and achieving your goals.