WELCOME TO…
BLACKBURN DAVIS FINANCIAL
We are Financial Planners at our core. Our clients come to us looking for personalized retirement planning and wealth management. We also advise on risk management and estate planning. Beginning as Blackburn Insurance Agency in the 1960s, we have grown from our Edmonton roots to become Western Canadian focused.

COORDINATE YOUR UNIQUE FINANCIAL NEEDS
We take a collaborative approach with your legal and tax advisors and can take the lead on this coordinated effort. Understanding your lifestyle, retirement and estate goals allows us to offer you integrated advice to achieve your goals. You can confidently approach retirement knowing your financial pieces fit together. View The Financial Planning Process video.

FINANCIAL LITERACY & EDUCATION
Clients tell us that we explain things in ways that make sense. We will equip you to make informed decisions, ask questions, and feel empowered. You can be sure when you come to us with questions, we’ll skip the jargon and help you understand your options. View our Resources.

FINANCIAL OPTIMIZATION
We ensure you are using the right investments to achieve your goals. Account type, asset allocation, tax minimization and other attributes are structured to optimize your financial plan. View our Services.

INVESTMENT ADVOCATE
By helping you hold the Portfolio Manager accountable for their results, we become your investment advocate. We pair you with a Portfolio Manager who builds a portfolio to suit your unique needs for income, growth, and protection. You can feel confident in the transparent way your money is managed. View The Portfolio Manager Solution video.

BENCHMARKING
We help you understand the context of your investment performance. This is done by assessing your returns in relation to the returns required in your plan, comparing them to the standard industry indices, and your other alternatives.
OUR COMMITMENT TO EDUCATION
All of our advisors are Certified Financial Planners (CFP®) and Chartered Investment Managers (CIM®). Some are also Chartered Life Underwriters (CLU®) and Trust and Estate Practitioners (TEP), which are estate planning accreditations.
Valued Household Relationships
$500M
INVESTIBLE ASSETS IN CLIENT PORTFOLIOS
ADVISORS' COMBINED YEARS OF EXPERIENCE

Financial Resources & News
View our recent news, updates and educational content.

KELLEY DOERKSEN BECOMING PARTNER
It is with heartfelt congratulations that we welcome Kelley Doerksen, CFP®, CIM® as partner in Blackburn Davis Financial Inc.

KELLEY DOERKSEN BECOMING PARTNER
It is with heartfelt congratulations that we welcome Kelley Doerksen, CFP®, CIM® as partner in Blackburn Davis Financial Inc.

2020 RRSP & 2021 TFSA Contributions
Here is a friendly reminder of the contribution limits and cut-off dates for RRSP and/or TFSA contributions if you are planning to make one this year, and have not already done so.
