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Blackburn Davis Financial

Blackburn Davis Financial: We assist professionals and business owners by utilizing a needs based financial planning process. We simplify and coordinate their unique financial needs to provide clarity, transparency and accountability for investment performance. Frequently we will refer clients to Investment Counselors or Private Client Money Managers for their portfolio management needs. Thus we become the client’s investment advocate and help hold the Investment Counselor accountable...

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Blackburn Davis Financial | blackburndavisfinancial.ca Reviews

https://blackburndavisfinancial.ca

Blackburn Davis Financial: We assist professionals and business owners by utilizing a needs based financial planning process. We simplify and coordinate their unique financial needs to provide clarity, transparency and accountability for investment performance. Frequently we will refer clients to Investment Counselors or Private Client Money Managers for their portfolio management needs. Thus we become the client’s investment advocate and help hold the Investment Counselor accountable...

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kelleydoerksen.blackburndavisfinancial.ca kelleydoerksen.blackburndavisfinancial.ca

Kelley Doerksen

Plan Coordinate. Communicate. Phone: 780-490-4200 Ext. 22. Disclaimer for referral arrangements:.

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1

Investment Counsellor Referral Program | Blackburn Davis Financial Inc

http://www.blackburndavisfinancial.ca/investment-counsellor-referral-program

Plan Coordinate. Communicate. News & Videos. Investment Counsellor Referral Program. Investment Counsellor Referral Program. Private client money managers. What is private client wealth management? Why consider an Investment Counsellor instead of a Broker for investment decisions? Independence is also an important consideration. Underwriting and Investment Banking bias has plagued the brokerage industry for years. Even supposed independent brokerages can’t offer many investments if not supported ...In ad...

2

Financial Planning | Blackburn Davis Financial Inc

http://www.blackburndavisfinancial.ca/financial-planning

Plan Coordinate. Communicate. News & Videos. Investment Counsellor Referral Program. Whether you are already established or just starting out, financial planning can help you and your family or business partners to develop a competitive edge that will allow you to thrive in the challenging years ahead. Objectives of Financial Planning. Financial success requires careful planning. The objectives of financial planning are to define where you want to go and devise the best approach to get there. Developing ...

3

Approach | Blackburn Davis Financial Inc

http://www.blackburndavisfinancial.ca/our-approach

Plan Coordinate. Communicate. News & Videos. Investment Counsellor Referral Program. We follow a simple six-step process as recommended by the Financial Planning Standards Council. What sort of financial advisory relationship are you looking for? What are our commitments to you? We collect information to determine your current financial circumstances. 3 Visualization of goals. We help you articulate where you want to be in the future. 5 Prioritize and implement recommendations.

4

Feb 11 2015 – Financial Post | Blackburn Davis Financial Inc

http://www.blackburndavisfinancial.ca/2015/03/17/11-feb-financial-post

Plan Coordinate. Communicate. News & Videos. Investment Counsellor Referral Program. Feb 4 2015 – Financial Post. Mar 17 2015 – Globe and Mail ». Feb 11 2015 – Financial Post. March 17, 2015. And News and Events. View pdf of article: Why Canadian snowbirds face more US scrutiny this year. Feb 4 2015 – Financial Post. Mar 17 2015 – Globe and Mail ». Responses to “Feb 11 2015 – Financial Post”. Feed for this Entry. Comments are currently closed. Richard and Irene Maurier.

5

Estate Planning | Blackburn Davis Financial Inc

http://www.blackburndavisfinancial.ca/estate-planning

Plan Coordinate. Communicate. News & Videos. Investment Counsellor Referral Program. Estate planning is the “art of dying neatly”. If you neglect to plan for a serious illness or untimely death, and either occurs, you may create confusion and difficulties for your loved ones at a highly emotional time. The financial consequence could be that an unnecessarily large portion of your estate goes to the tax department or is spent on administration costs such as legal or accounting fees. Confirm your beneficia...

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Blackburn Davis Financial

Plan Coordinate. Communicate. News & Videos. Investment Counsellor Referral Program. 17 Mar – Globe and Mail. Five (easy) ways to prepare for rising interest rates. 11 Feb – Financial Post. Why Canadian snowbirds face more US scrutiny this year. Our relationship with John Davis and his team has yielded very positive results and I am looking forward to continuing a great relationship for many years to come.”. Dan and Pat Moran, Triple M Fiberglass Manufacturing Ltd.

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Blackburn Davis Financial

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