About
Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.
When working with me, you can rest assured knowing you’re in capable hands. I work hard to meet your needs and help you build a personalized, holistic solution that will help you achieve lifetime health and financial well-being.
David Davies
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.
Job Title: Financial Planner, Sun Life, CFP®, CLU®, CCS
Phone: (519) 660-6798
Email: david.davies@sunlife.com
Address: 580 Waterloo Street, 2nd Floor,, London, ON, N6B 2P9 Canada
Get to Know Me
David Davies is a highly accomplished financial planner with a decade of experience in the industry. He holds the prestigious Certified Financial Planning (CFP) designation and the Chartered Life Underwriter (CLU) designation, which are considered to be the highest level of education for financial planning professionals. David includes a unique cashflow system that optimize clients' income and expenses, maximizing their financial potential.
Born and raised in London, Ontario, David grew up with a single mother and faced financial challenges from a young age. These challenges taught him the value of money and the importance of hard work, which has helped him to become the successful financial planner that he is today.
In addition to his professional accomplishments, David is also an avid long-distance runner. He has completed several full marathons and has a deep understanding of the discipline, focus, and dedication that is required to succeed in this sport.
In summary, David has a deep understanding of the financial planning process and can help his clients achieve their financial goals through comprehensive planning and investment strategies. He is skilled in retirement planning, tax planning, risk management, and estate planning, and will provide his clients with customized solutions that meet their specific needs.
Job Title: Financial Planner, Sun Life, CFP®, CLU
CCS
Phone: (519) 660-6798
Email: david.davies@sunlife.com
Address: 580 Waterloo Street, 2nd Floor, London, ON, N6B 2P9 Canada
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