The partners at DaVinci founded our boutique discretionary portfolio management company in 2005. After working in the financial field for many years they saw a need to provide a customized investment solution for high net worth individuals where the client and investment manager interests were equally aligned.
We started small, investing our family’s capital. Today we have grown, client by client, providing personalized services to high net worth families in Canada and in 20 other countries.
Our clients? Entrepreneurs, business owners, professionals, executives and retirees who are looking for a high level of research, analysis and portfolio management in addition to superior service. They value a firm with a successful record in identifying stable opportunities in both the traditional and alternative investment worlds.
If you are looking for a wealth manager that delivers small firm service on an institutional grade platform, please contact us.
Email us or call 647-260-3388.