Ben was highly recommended to my husband and I by family years ago. We immediately appreciated Ben’s experience and knowledge of investments and the market, and we have been working with him ever since, trusting him with our hard-earned money. Early in the relationship we also discovered that Ben is passionate about what he does and about thoroughly understanding and achieving his clients financial goals, as well as knowing his clients personally. We wanted to be treated as people, not numbers, and Ben is consistently exceeding our expectations. Through regular e-mail updates and meetings, Ben has ensured that we understand what is going on in the market and what our money is doing, including short and long-term projections. We were also attracted to Ben’s sense of community – we wanted someone who worked as much as possible with other local professionals and could recommend accountants, public notaries, and others who would share his desire to see our success. Ben is always well prepared for meetings and takes the time to explain the current market condition and answer our questions in detail. We could not feel safer or be happier than we are with Ben and his team.”
(Ron & Cheryl Condly, Courtenay)
I have been a client of Ben for ten years or more. I have always been given honest and solid advice appropriate to my age and financial situation. The various alternatives have been given to me with straight forward explanations and the resultant decisions have been mine. The regular updates on the general tenor of the financial scene have been invaluable and are given in a calm and considered way. I enjoy the “social” aspect of Ben’s company which adds so much to his business. Having been on the advisory committee I know that all in the office have the well-being of the individual clients constantly in mind. I whole-heartedly endorse the genuinely concerned approach to business that is more than apparent in Ben’s company.
(Tom Morgan, Courtenay)
My wife and I have been more than satisfied working with Ben since the start of his business. Ben always puts the client first by using the most cost effective methods of doing business, always what’s best for the client! There has never been a “hard sell” or a push toward specific products. Instead he lays out all the information from his own extensive research, educating the client to make their own decisions. As his business grows, Ben and his staff rely on valuable information from a client advisory group that meets regularly – they really value the input from their clients! It is always a pleasure to do business with Ben and his staff!!!!
(Rob Howland, Courtenay)
In the short time that I have been with BDFP, I have been extremely impressed with the service I have received. I feel like the advice I have been given is based on a thorough evaluation of my personal financial state.
(Steve Nelson, Comox)
We have been with Ben for over 5 years now and we always had a great working relationship with him and the office staff. We are out of town clients but the distance between us has never been an issue with regards to getting good service.
(Ray Charlebois, Ontario)
Ben has been my Financial Advisor for many years. I am very happy with the relationship that we have developed. I know he has my best interests at heart and he has been readily available to help and advise me in many financial areas over the years. He and his staff are always eager to assist me with any questions or concerns that arise. I am very happy with Ben and Team.
(Colleen Boudreau, Comox)
As I said, your competence and integrity mean that I don’t have to worry about my finances and can concentrate on other things (like my golf handicap).
(Dave Brooker, Comox)
I find extreme comfort working with Ben. He’s a young bright man who is constantly keeping up to date in the industry. He has many years of advice to give, hopefully out lasting me. I trust that he’s on top of the newest, most up to date strategies, and accepts industry training and updates eagerly. Ben’s future in the industry excites me and makes me feel at ease.
(Kim Vogel, Courtenay)
Have enjoyed working with Ben Davies and staff, as they give their clients personalized service, and take time to talk & deal with their clients which is very important in today’s world.
(Lois Hayhurst, Comox)