John D.R. Davis, BA, CFP, CLU, CIM, TEP

Financial Planner

LinkedIn

John Davis is a Certified Financial Planner, Chartered Life Underwriter, Chartered Investment Manager, and member of the Society of Trust and Estate Practitioners with over 25 years of experience in the financial planning field. Prior to helping found Blackburn Davis Financial Inc. in 2001, John was a marketing consultant with a major life, disability and group insurance brokerage company. John’s passion is to simplify the lives of professionals and business owners by coordinating their unique financial needs. This is accomplished by helping clients make insurance and investment decisions that will minimize tax immediately and at retirement, disability and death. When an investment solution is required John exclusively refers clients to Investment Counsellor’s to act as Portfolio Managers to assist clients in achieving their financial planning goals. John is a past board member of the Edmonton Chapter of Advocis, the largest association of Financial Advisors in Canada and former Alberta representative on the FundEX Investments Inc. Advisory Council. He is an active participant in the regulatory, distribution and practice management affairs of the financial planning field. John is married to Sandra and they share the joy of 3 daughters.

Securities/Investment products are provided by Aligned Capital Partners Inc. Click here for more information.

 

Stephen V. MacDonald, B.Comm, CFP

Financial Planner

LinkedIn

Stephen V. MacDonald graduated from the University of Alberta School of Business, with a major in Finance and a minor in Economics and Business Law. He is now a Partner of Blackburn Davis Financial Inc. Stephen has been practicing in the financial services industry since 2004 as an independent financial advisor, and has finished his Professional Designation to become a Certified Financial Planner. Stephen is currently enrolled as a Chartered Financial Analyst (CFA) Level One candidate. His passion is to simplify the lives of individuals, professionals, and business owners by looking after their financial futures and those of their loved ones. As a trusted advisor, this is accomplished by educating clients while providing independent, unbiased advice. When not working, he enjoys playing hockey, running in the river valley, mountain biking, camping, golfing, and travelling.

Securities/Investment products are provided by Aligned Capital Partners Inc. Click here for more information.

 

Kelley Doerksen, CFP

Financial Planner

LinkedIn

Kelley has been working in the financial services industry since 2008 and obtained her Certified Financial Planner designation in 2010. She has also completed the Certified Divorce Financial Analyst designation, which allows her to help those going through a divorce look at short and long term financial outcomes as they navigate this life change. Kelley enjoys working with families who are determined to grow their wealth. She enjoys providing comprehensive planning that allows people to see an organized, simplified picture of their financial world. Kelley is actively involved in the community as a member of Rotary Urban Spirits, as well as a board member of Brian Webb Dance Company. She is married to Jason and enjoys the bright smiles of their young son.

Securities/Investment products are provided by Aligned Capital Partners Inc. Click here for more information.

 

Annick Belanger, LLQP

Client Services

LinkedIn

Annick joined Blackburn Davis Financial in August 2012.  She has a Degree in Insurance and Financial Services from CEGEP de Saint-Foy in Quebec City. She has been in the Insurance and Financial Services industry since graduating in 2004 and achieved her insurance license in Alberta in 2015.  Her main focus is to assist John and help him meet all client needs. Outside of work, Annick is an avid reader.  She also stays busy playing soccer, running, going to yoga and taking care of her daughter.

 

Cindy Sprague, B.COMM

Marketing and Communications Coordinator

Cindy graduated from the University of Alberta School of Business in 2013, with a major in Business Economics and Law and a minor in Marketing. She joined the Blackburn Davis Financial team in June 2014. Her role is focused around client communication, social media management, and other marketing initiatives. In her spare time, she enjoys running, practising yoga, and travelling.

 

 

 

Aleisha Smith, B.SC

Client Services

Aleisha joined Blackburn Davis Financial in August 2015. She graduated with distinction from the University of Calgary with a degree in Psychology. She is new to the Financial services industry, having spent a number of years in oil and gas. Her role is to assist Stephen and Kelley and help them meet client needs. Outside of work, Aleisha enjoys travelling, gardening and exercising.