• Blackburn Davis Financial Advisors
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 Counsellors or Private Client Money Managers for their portfolio management needs. Thus we become the client’s investment advocate and help hold the Investment Counsellor accountable.

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NEWS | UPDATES

MAY 18 2017 – GLOBE AND MAIL

View pdf of article: Why you may need or want to set up a trust in your estate

MAY 16 2017 – FINANCIAL POST

View pdf of article: Only 40 per cent of business owners have transition plan in place, says new report

MAY 16 2017 – MONEYSENSE

View pdf of article: 4 things to get right when tapping RESP savings