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

David Davies

I am a highly accomplished financial planner with over eight years of experience in the industry. I’m proud to hold the prestigious CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Life Underwriter® (CLU®) designations. These are considered to be the highest level of education for financial planning professionals.


Born and raised in London, Ontario, I grew up with a single mother and faced financial challenges from a young age. These challenges taught me the value of money and the importance of hard work. This has helped me become the successful financial planner that I am today.


In addition to my professional accomplishments, I am also an avid long-distance runner. I have completed several full marathons. I have a deep understanding of the discipline, focus, and dedication that this sport requires to succeed.


In summary, I have a deep understanding of the financial planning process. I’m able to 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 provide Clients with customized solutions that help meet their specific needs.

Job Title: Financial Planner, Sun Life, CFP®, CLU®

CCS

Phone: (519) 680-2383

Email: david.davies@sunlife.com

Address: London, ON

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