Below is a link to a BCV Bulletin outlining a series of trades that were executed in some client accounts earlier this month. In these transactions, clients who held existing positions in Imperial Oil Ltd. were sold, with the proceeds reinvested in Canadian Western Bank and Callidus Capital Corporation. Please follow this link to the memo to better understand BCV’s rationale for these changes: http://www.blackburndavisfinancial.ca/wp-content/uploads/201504-BCV-Bulletin-Recent-Trading-Activity.pdf
“Blackburn Davis Financial Inc. has been capably handling our personal and business financial planning needs for a long time. They have provided a wealth of knowledge and guidance throughout the years, keeping us abreast of the challenges that had to be met during changing times. We started with RRSPs, and then proceeded with an Individual Pension Plan (IPP) when we wanted to contribute more than RRSP rules would allow. Then with the sale of our company, they guided us back into RRSPs, all the while making solid gains.
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.”
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.”
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