Davis-Rea Overview

  • Year Founded
  • 1997

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 2

  • Investments
  • 3

Davis-Rea General Information


Provider of wealth management services. The company provides portfolio, wealth, investment management services to businesses and high net worth individuals along with that offers risk management and investment advisory services.

Contact Information

Formerly Known As
Lewis-Rea, D.A.C. Davis Investment Counsel
Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Primary Office
  • 41A Hazelton Avenue
  • Toronto, Ontario M5R 2E3
  • Canada
+1 (416) 000-0000

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Davis-Rea Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Davis-Rea Executive Team (4)

Name Title Board Seat Contact Info
John O'Connell Chairman & Chief Executive Officer
Don Ritchie President
John Johnston Ph.D Chief Strategist & Executive Vice President
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Davis-Rea Board Members (2)

Name Representing Role Since
0000000 00000 Davis-Rea Vice Chairman 000 0000
0000 0'0000000 Davis-Rea Chairman & Chief Executive Officer 000 0000
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Davis-Rea Investments & Acquisitions (3)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000 000 23-Mar-2015 00 0000000 000.00 Other Capital Markets/Institutions 0000 0'00
0.0.0. 00000 01-Jan-1997 0000000000 Asset Management
Lewis-Rea 01-Jan-1997 Merger/Acquisition Asset Management
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Davis-Rea Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
00000000 000 00000 23-Mar-2015 00 000000000000000 000.00 Completed
  • 7 buyers
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