David Davies
Job title: Financial Planner, Sun Life, CFP®, CLU®, CCS
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Holistic financial planning
Making good decisions is the key to achieving lifetime financial security and I’ll help you along the way. I have a deep understanding of the financial planning process and can help Clients achieve their financial goals through comprehensive planning and investment strategies. I am skilled in retirement planning, tax planning, risk management, and estate planning. I am able to provide Clients with customized solutions that help meet their specific needs.
We’ll work together by:
- assessing your current financial situation,
- setting achievable goals,
- developing a realistic approach to meet those goals,
- helping you work toward your goals and
- helping you revise that approach as your needs change.
I will work with you as much or as little as you choose. I am available to listen to your needs and concerns. I’ll work with you to come up with the best plan that suits your needs. I include a unique cashflow system that helps to optimize Clients' income and expenses, maximizing their financial potential.
Contact my office to book an appointment and get started on achieving your financial goals. Let's talk.
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Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
Let’s assess your goals to help ensure your financial roadmap helps you get there.
Let’s assess your goals to help ensure your financial roadmap helps you get there.