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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Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Get in touch today to discuss how you can protect your business.
Get in touch today to discuss how you can protect your business.