David Davies
Job title: Financial Planner, Sun Life, CFP®, CLU®, CCS
Trustworthy advice you can count on
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.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.