Client Testimonials

"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! Pauline’s skills, abilities and personality as well as her attention to detail and customer service is the absolute best in this “full service” business. You two are a dynamo business team who complement each other in so many ways. Thank you for all that you do for David and me." - Linda Oprica & David Muir, Cumberland

"The service that I’ve received from Ben Davies is a combination of straightforward advice, insight on the latest market trends and professional expertise that always makes me grateful for choosing this business." - Glen & Lynn Moseley, Courtenay

"No creative writing skill(s)! However, we have found you to be honest, trustworthy and reliable and that fits our requirements." - Don & Judy Gardner, Bowser

"Integrity is not a word to be thrown around lightly, but Ben has it in spades. Rather than write about him, I’d be happier to talk to a prospective client (face to face or over the phone) to list the reasons why we feel we’re lucky to have him as our financial advisor - and friend." - Dave & Julie Booker, Comox

"Ben told me to do my homework and look into the IWA pension status before opting out of it and letting him invest the proceeds. That spoke volumes of his character." - Ron Curran, Courtenay

"My account is not large but my experience makes me feel that it is. I have always received a courteous and prompt replies to any enquiries phrased in simple and understandable language. I also know any advice I am given is given with my financial well-being in mind." - Tom Morgan, Courtenay

"I appreciate the way Ben & Pauline handle our financial affairs. Their attention to detail is wonderful. Though the economy does its thing, I know Ben & Pauline have my best interest sat heart. The business is like a safe harbour in an economic storm, I am in this for the long term and feel that my affairs are in good hands."
- Martin & Cynthia Davies, Comox

"I think the personal interest shown to us takes the service above the norm." - Jim Stevenson, Courtenay

"Ben & Pauline care about working with their clients not just for them." - Mark & Danielle Duncan, Comox

"Personalized service, small niche client base, great knowledge and connection with clients. Great track record." - Jim Gordon, Courtenay

"Fast, friendly, efficient service." - Heather Coakwell, Alberta

"As fate would have it, I was meant to get hooked up with Ben and his knowledge as a Financial Advisor. During the late 1990’s my previous advisor in another office moved and as a result my file was handed to Ben. I was so pleased and comfortable with his concern for my financial future that I followed him when he also moved and went into his own office. I have enjoyed his friendship, knowledge, concern about his clients during some rough times on the markets and his ever so steady attitude to stick with and ride out the rough times. It is a comfort to get frequent communication during good and not so good market times. I never feel neglected or left alone to figure all this financial world out on my own. Ben and Pauline certainly go the extra mile, I thank you both for that." - Colleen Boudreau, Courtenay

"Both of you down there are awesome!" - Jay & Fiona Miller, Courtenay

"We came to Ben for a comparison with our then current advisor’s management and were very surprised at how different.....and much better, things could be. Ben and Pauline have put up with us as they and we tried to sort out our incredible financial situation never making us seem we were bothering them and yet we know we took an inordinate amount of their time for several years. Thank you both most sincerely." - Jim & Colleen Malek, Courtenay

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.