More than a wealth plan—a financial partnership for life
Your financial journey is unique; your wealth strategy needs to reflect you. At The Davenport Group, we go beyond numbers, focusing on the people, relationships, and goals that are used to shape your financial strategy. With a client-first approach, personalized to you, we bring clarity and confidence, giving you the opportunity to focus on what matters most.
We earn the right to be your trusted partners by listening. We are the people our clients turn to during life’s milestones, challenges, and everything in between. We provide tailored wealth strategies that grow with you and support the next generation.
Partners in your wealth journey
We’re more than advisors. We’re long-term partners invested in your goals, your peace of mind, and your financial future.
Our key services
We start with real conversations. What do you want life to look like now and years from now? Once we understand what drives you, we build a plan that fits—not just on paper, but in real life. And as things change, we’re here to help you adapt with confidence and clarity.
Investment Management
With Private Investment Management, we design a strategic, active, and risk-managed portfolio tailored to your financial preferences and goals. Our goal is to give you confidence in your investment strategy without the stress.
Financial Planning
A strong financial future starts with a well-defined projection. We analyze your current financial picture and future projections, allowing us to fine-tune your plan proactively.
Business Owner Planning
Owning a business comes with unique financial challenges, from growth and succession planning to tax-efficient structures. We help entrepreneurs, executives, and family business owners build long-term strategies for sustainable financial success.
Will & Estate Planning
A strong estate plan ensures your wealth is transferred smoothly and tax-efficiently to the next generation. We work with you and your team of professionals to create strategies that provide for your loved ones and protect your legacy.
Tax & Insurance Solutions
From minimizing tax liabilities to protecting your estate through insurance planning, we take a proactive approach to preserving and optimizing your wealth.
Our philosophy
A disciplined approach, a dedicated team, world-class advice
Achieving long-term financial success relies on having a disciplined, research-driven investment strategy and a team that understands your goals.
The Davenport Group takes a tactical, risk-managed approach that strategically maneuvers through market fluctuations to align with our client’s personal and financial journey. We use research to support our deep understanding of the markets. Our team believes in being students of the market and economy. This allows us to cut through the market noise to make data-driven investment decisions and manage risk effectively and efficiently.
Our collective wisdom, knowledge, and experience are our greatest strength. The Davenport Group is a multi-disciplined group that leverages our team members individual skills and knowledge to better serve our diverse client needs and goals.
Our approach
We don’t just ask, “What’s next?” – We ensure you’re always prepared for what’s ahead. A seamless experience while safeguarding your capital.
Understanding you
The Davenport Group approach is first built on understanding your unique situation, allowing us to create a strategy that fulfills your needs, and to assist in proactively guiding you through life’s financial decisions.
Our unique experiences anticipate the unintended consequences of these decisions.
Comprehensive offerings
Many financial professionals focus on the transaction in front of them, rather than understanding what clients are truly trying to achieve. The Davenport Group takes a more complete view, getting to know you personally and financially to build a strategy that reflects your needs.
Our role extends beyond investments, coordinating with accountants, lawyers, and other professionals to help guide you through complex decisions.
On-going support
Our team’s size, experience, and tenure allow us to support clients through a wide range of financial situations. The Davenport Group provides ongoing guidance that evolves as your life and priorities change, ensuring your strategy remains aligned over time.
Wealth management is not a one-time decision, but a continuous process of adjustment, and we are there to support you through each stage.
Navigating what’s next
A look at who we work with, the questions they’re asking, and how we support the decisions ahead.
Women and wealth: Strategies for every stage of life
We are committed to supporting women in wealth, ensuring they are heard, valued, and represented. Through shared lived experiences, we understand unique challenges and provide support that extends beyond finances, guiding women toward stronger financial futures.
Family wealth & legacy: Planning for generations to come
Wealth isn’t just about what you build, but the impact it leaves behind. Through thoughtful planning across inheritance, wealth transfer, and giving, your legacy can support future generations with clarity, security, and peace of mind.
Building, growing, and planning what’s next for your business
Your career or business is thriving, but with success comes complexity. A well-structured financial strategy helps grow and protect your wealth while supporting your personal goals, whether you are building a company or managing an established career.
Individual Pension Plans: Maximizing Retirement Benefits with Tax-Efficient Growth
For incorporated professionals, business owners, and executives, balancing retirement security with tax efficiency is key. An Individual Pension Plan (IPP) provides a structured way to build wealth beyond RRSP limits, with Steve Lowe, CPA, CA, helping align contributions with long-term goals.
Retirees & preparing for retirement: Turning success into security
After decades of hard work, retirement is about preserving your wealth and enjoying the freedom you’ve earned. With the right strategy in place, you can move through this stage with confidence, knowing your lifestyle and long-term goals are supported.
Farmer families: Preserving generations of hard work
Farming is built on hard work, resilience, and generational commitment. Decisions around growth, transition, or sale shape your farm’s future and legacy, making careful financial planning essential to support long-term success and stability.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.