Welcome to Jonathan Davies Private Wealth Management
Today, good financial advice is more important than ever. Being able to instill confidence in clients that they are making solid financial planning decisions when they work with me is the most fulfilling part of my job. Clients get peace of mind when looking towards their financial future, and assurance they are going to achieve their goals.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 50 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Tax planning
Taxes impact every aspect of your financial life and tax-mitigation strategies are a critical part of sound financial planning. Our holistic approach integrates sophisticated tax-planning solutions to help you keep more of your wealth over the long term.
What our clients say
I had been investing with one of the banks for years and was growing tired of the personnel changes and minimal-to-losing returns. Jonathan turned my investments around with higher than average gains and helped me utilize my once under-performing RESP to get a car and tuition for my daughter. I'd highly recommend him.
Charlie M. - Client since 2013 - Sales
Jonathan is exactly what we needed and wanted in an investment advisor. Struggling to work with banking institutions resulted in frustrations, mistrust, and lost money for years. We needed something different - a personal touch; someone who understood us, who would work with us to achieve our financial goals and be a consistent and confident support to us throughout the years. Jonathan has exceeded our expectations. He's smart, sharp, and has a strong grasp on today's market. In less than one year, his smart investing and quick decisions resulted in us earning back more than what the bank lost. We are delighted to be partnering with Jonathan and IG Wealth Management. I recommend you do the same.
Heidi H. - Client since 2012 - Senior Manager
There are a multitude of qualities found in a successful financial advisor. Exceptional knowledge of the ever changing market, preparedness for client interactions, consistent communication, a proactive approach and ultimately understanding the needs and goals of the client. Jonathan Davies has provided two generations of our family peace of mind and well-earned trust with his counsel for life changing events for over 15 years, offering advice and guidance enabling us to consistently meet and exceed our financial goals.
Paul and Sandie C. - Clients since 2008 - Retired