Rachel Davies, CFA

Analytical by nature, Rachel was attracted to the investment industry because of her interest in understanding the complex relationships between people, the economy and corporations. After 13 years on the investment management side of the business, she is excited to be able to share her experience and insight with our clients in Vancouver. Having witnessed the invariable ups and downs of the industry, Rachel is empathetic to the emotions investing can cause. She is passionate about ensuring her clients are comfortable with the investing process in order to help them achieve their long-term financial goals with peace of mind.