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We have served our clients for over 18 years. Please contact us to experience our fee-based financial planning business.

Ben Davies Financial Planning Team

Our clients know they can rely on:

  • a defined, consistent approach to financial planning
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

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The Value of Financial Advice

Growing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages.

Learn how we can help you
 
  • We're fortunate to have a fantastic bunch of long-term clients. Here is what a few of them have said of us: We would recommend Ben Davies to anyone looking for a personalized service. Ben & Pauline provide this, as well as a friendly & welcoming atmosphere in the office.

    - Marg & Ron Elson, Comox
 
  • Working with Ben & Pauline has been a breath of fresh air for me. Their customer service and attention to detail is second to none in any business with which I have been associated. Ben’s manner as a FP is friendly, warm, engaging, professional, knowledgeable, insightful, personal and purposeful, the best FP ever!

    - Linda Oprica & David Muir, Cumberland