• 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 2 2019 – GLOBE AND MAIL

View pdf of article: Recent developments provide greater certainty on disability-related financial measures

MAY 2 2019 – GLOBE AND MAIL

View pdf of article: Follow the right protocol to adjust or dispute your tax filings

APR 26 2019 – GLOBE AND MAIL

View pdf of article: Will you blow your tax refund on something fun? Blame it on mental accounting