Our Partners
Significant wealth requires a synchronized ecosystem of expertise. We act as the central architect, integrating elite specialists and institutional resources into your L.I.F.E. Vue™ to ensure your wealth enterprise executes with absolute precision.
Christine Van Cauwenberghe
B. Comm. (Hons), LL. B., TEP, CFP®, RRC
Head of Financial Planning
Jack Courtney
B.A., LL.B., TEP, CFP®, FP Canada™ Fellow
Vice-President, Advanced Financial Planning
Toula Fleischauer
Tax Support
Fourth Item
Tax Support
Access to Experts and Specialists
Managing a complex legacy often requires specialized knowledge that sits outside the traditional financial planning scope. As your lead strategist, we provide seamless access to a vetted network of independent experts. We eliminate the chaos of fragmented advice by coordinating these specialists within your unified strategy, ensuring every professional in your orbit is aligned with your family’s specific intent.
Christine Van Cauwenberghe
B. Comm. (Hons), LL. B., TEP, CFP®, RRC
Head of Financial Planning
Jack Courtney
B.A., LL.B., TEP, CFP®, FP Canada™ Fellow
Vice-President, Advanced Financial Planning
Toula Fleischauer
Tax Support
Fourth Item
Tax Support
Formal Partnerships
At Davies and Mahnke, we balance the personalized attention of a private boutique with the formidable resources of a national industry leader. Our formal partnerships are built on decades of shared values and a commitment to providing the structural integrity required to protect significant wealth.