We are Financial Planners at our core. Our clients come to us looking for personalized retirement planning and wealth management. We also advise on risk management and estate planning. Beginning as Blackburn Insurance Agency in the 1960s, we have grown from our Edmonton roots to become Western Canadian focused.
We take a collaborative approach with your legal and tax advisors and can take the lead on this coordinated effort. Understanding your lifestyle, retirement and estate goals allows us to offer you integrated advice to achieve your goals. You can confidently approach retirement knowing your financial pieces fit together.
We take a collaborative approach with your legal and tax advisors and can take the lead on this coordinated effort. Understanding your lifestyle, retirement and estate goals allows us to offer you integrated advice to achieve your goals. You can confidently approach retirement knowing your financial pieces fit together.
Services
About Us
Report
We are Financial Planners at our core. We focus on wealth management and retirement planning, but also advise on risk management and estate planning. Beginning as Blackburn Insurance Agency in the 1960s, we have grown from our Edmonton roots to become Western Canadian focused. We are active throughout Alberta and British Columbia, but concentrated in Edmonton, Calgary, Vancouver, Victoria and Vancouver Island.
Services
Report
We integrate the pieces of your financial world so you can enjoy your retirement with confidence. The objective of financial planning is to define where you want to go; we will design the best approach for you to get there.
Estate planning ensures that if you are physically or mentally incapacitated, your affairs will be managed in a manner that you have prescribed and upon your death, your estate will be distributed according to your instructions.Retirement planning is a comprehensive approach to dealing with the many, often interrelated, issues that face retiring individuals and couples.
Estate planning ensures that if you are physically or mentally incapacitated, your affairs will be managed in a manner that you have prescribed and upon your death, your estate will be distributed according to your instructions.Retirement planning is a comprehensive approach to dealing with the many, often interrelated, issues that face retiring individuals and couples.
Resources
Report
This series of five-minutes videos will help explain more about the financial planning process and our investment philosophy. We also take a in-depth look at various financial topics, such as dividend investing, yield on cost and active vs. passive investing. Your Custodian's primary role is to hold assets in your name, separate and apart from any other entity.
Our Clients
Report
As a newly retired executive in 2015 I was nervous and overwhelmed by my decision to retire, John Davis took the time to get to know me and understand my financial needs into my retirement. He helped me understand my financial options so that I could focus on what was important to me and has given me the freedom to enjoy my retiring years.
Financial Planning
Report
Determine the disposable income needed to meet short, medium, and long-term goals while maintaining desired lifestyle. Ensure adequate income is available in the most tax effective manner to meet financial needs in retirement (see Retirement Planning). Identify the risks associated with the financial plan and develop appropriate strategies to mitigate those risks.
Reviews
Be the first to review Blackburn Davis Financial.
Write a Review
