Achieve Your Goals with Confidence
As you enjoy greater success in life, your financial affairs will likely become more complex and demand more of your time – time that you would prefer to devote to other interests and responsibilities.
At The Davenport Group we utilize a multi-disciplined team with proven defined processes in order to provide our clients with first-class wealth management. We pride ourselves in providing you tailored service that examines all aspects of your life to provide a strategy to meet each of your long term goals. This approach works while you live YOUR life.
Investment Management
With Private Investment Management we cater to your specific investment preferences, constraints and risk tolerance. Our team has developed a strategic, active, opportunistic and risk-managed model so that you can free yourself from worry and be confident that your investment plan is on track.
Financial Planning
Your personalized, long-term financial plan is the foundation of every decision we make. We’ll discover your needs and connect you to your goals while we proactively listen for opportunities to fine-tune along the journey. The use of MyGPS allows us to look into your financial future to judge what it will take to meet your goals.
Will and Estate Planning
Proper estate planning requires careful consideration of many factors: reducing taxes, providing for loved ones, passing on assets in an orderly fashion, creating a legacy and more.
Business Owner Planning
Whether you’re already a starting, growing, selling a business or thinking about becoming a business owner, the decisions you make will have far-reaching implications. We help you with the complexities you face and offer best-in-class strategies to help you manage your time, assets, and surplus cash efficiently and effectively.
Tax and Insurance Solutions
We consider your personal and business needs to preserve your wealth in order to protect the value of your estate for the future by implementing expert tax and insurance strategies.
Some of the many additional benefits and specializations that our team can offer include:
- Documented portfolio management guidelines
- Bulk trading - providing all clients with an average fill price advantage
- Careful management of U.S.-resident portfolios
- More Canadian and U.S. research than any other firm
- The resources and expertise of RBC Dominion Securities
