Blackburn Davis Financial Inc

Our fundamental objective is to be Financial Planners. We offer clients customized financial planning, wealth management, and retirement planning services. Our seasoned team of professionals also offer estate planning and insurance advice. Our original name was Blackburn Insurance Agency, which started in the 1960s in Edmonton. Since that time, our footprint has expanded to Western Canada. We offer services to all of Alberta and British Columbia. However, our focus has been shifting to Edmonton, Calgary, and Vancouver. This is where our offices are located. We refer clients to our primary investment option, where discretionary portfolio managers are available. This is rare, and it is our unique business model. On behalf of our clients, over $500M of assets have been referred for investment into their portfolios. We can now focus our attention on the two most important activities, by delegating investment management. Your circumstances may not always be as straightforward, but we can help clarify the complexities and uncertainties surrounding your financial situation. For example, you may find yourself in a situation where you need to unlock your company's equity to fund your retirement. We handle everything from the beginning to the end. We take care of it all, from your company assessment to the receipt of revenue from invested proceeds.

Blackburn and Davis had credible, positive reviews from the clients they have been working with for many years. Stephen MacDonald and John Davis were most stakeholders’ point of choice, and the one client also acclaimed Kelly Doerksen. The clients trusted the firm because of their positive personalized services. On another note, John Davis was celebrated for going as far as helping a young widow to pick the pieces of her life together and plan her and her daughter's future. The firm's attention to detail, honesty, smartness, and positive results according to the clients contributed to their peace of mind and an exciting future. Their events that helped teach the clients also made them stand out. Kelly and John allowed their clients to ask questions and provide easily understandable explanations and helpful advice. The customers experienced growth and recommended others to work with the firm. In summary, the positive impact of other businesses affiliated with Blackburn showed the firm's excellence in service. In every financial details, my honesty and transparency are evident, and I support my clients whole-heartedly. \nCustomers' testimonials are what define me. Let me analyze more data.