More than a wealth plan—A financial partnership for life

We know wealth is more than numbers—it’s your hard work, your vision, and the legacy you’re building. Whether you're scaling a business, preparing for retirement, or securing your family’s future, we’re here to guide you. We listen first, understand your goals, and craft strategies that truly align with your life - helping you find the right path forward with our expertise.

 

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Building success, maximizing growth, and planning for what’s next

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Your career and business are thriving, but with success comes complexity. How do you grow your wealth, protect your assets, and create a financial strategy that supports both your work and your personal goals?

Whether you're a business owner scaling a company, a professional advancing your career, or an executive managing wealth, you need a plan that works for you.

Resource: The Business Owner’s Guide to Wealth Management

Family wealth & legacy: Planning for generations to come

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Wealth isn’t just about what you build—it’s about the impact it leaves behind.

Whether you're planning for inheritance, wealth transfer, or charitable giving, you want to ensure your financial legacy supports your family and future generations in a meaningful way. Thoughtful planning today can provide clarity, security, and peace of mind for years to come.

Resource: Estate Planning Guide

Individual Pension Plans: Maximizing Retirement Benefits with Tax-Efficient Growth

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For incorporated professionals, business owners, and senior executives, securing a stable retirement while optimizing tax efficiency is essential. An Individual Pension Plan (IPP) provides a structured, high-value solution to grow retirement savings beyond RRSP limits.

Steve Lowe, CPA, CA, of the Davenport team, specializes in tailored IPP strategies that align with your career and financial goals—helping you maximize contributions, reduce taxes, and build long-term wealth with confidence.

Retirees & preparing for retirement: Turning success into security

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After decades of hard work, retirement isn’t just about stepping away, it’s about ensuring your wealth lasts, protecting your lifestyle, and enjoying the freedom you’ve earned.

Whether you’re transitioning into retirement or already living it, the right financial strategy gives you peace of mind.

We create customized retirement plans, estate protection strategies, and tax-efficient investment solutions that help you maximize your wealth through retirement.

Navigating life’s transitions: Financial guidance for what’s next

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Life is unpredictable—whether it’s receiving an inheritance, selling a business, experiencing a divorce, or managing a major career change, financial uncertainty can feel overwhelming. You need trusted guidance and a clear plan to move forward with confidence.

We take the time to listen, understand your new reality, and create a plan with you that stabilizes and strengthens your financial future. 

Resource: Family Inventory Checklist

Women and wealth: Strategies for every stage of life

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We are committed to supporting women in wealth— not just by ensuring they have a seat at the table, but by making sure they are heard, valued, and represented. We understand unique challenges through shared lived experiences and provide support that goes beyond finances.

Through mentorship, education, and advocacy, we create a space where women feel empowered to take control of their financial futures and contribute meaningfully to a more inclusive and diverse financial landscape.

Resource: Women and wealth

Farmer families: Preserving generations of hard work

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Farming is built on hard work, resilience, and generations of dedication. The financial choices you make today—whether expanding operations, transitioning ownership, or preparing for a sale—will shape your farm’s future and the legacy you leave behind.

Navigating these decisions requires careful planning to ensure long-term success and financial security.

Resource: Farm Succession Planning

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