ABOUT US

We are Financial Planners at our core. We focus on wealth management and retirement planning, but also advise on risk management and estate planning.

Our Story

What We Do & How We Got Here

Beginning as Blackburn Insurance Agency in the 1960s, we have grown from our Edmonton roots to become Western Canadian focused. We are active throughout Alberta and British Columbia, but concentrated in Edmonton, Calgary, Vancouver, Victoria and Vancouver Island.

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.

Our unique business model involves referring clients to discretionary Portfolio Managers as our primary investment solution. We have the honour of advising on over $500M of investible assets in client portfolios in this manner. Delegating this investment management allows us to focus on two key activities where we add the most value:

  • Financial and Estate Planning and modelling the most efficient drawdown of retirement resources
  • Helping you hold the portfolio managers accountable by benchmarking your results

OUR HISTORY

A company built on the confidence and trust that clients HAVE placeD in us for over 50 years.

Blackburn Davis Financial Monogram

1960

BLACKBURN INSURANCE AGENCY

Cecil Blackburn, who began in the life and health insurance industry in the late 1950s, becomes one of Western Canada’s first independent life insurance brokers, freeing himself from the constraints of representing just one insurance company.

Blackburn Davis Financial Monogram

1972 — 2001

NAKAMUN FINANCIAL GROUP

Banding together with other like-minded brokers, Cecil helps found The Nakamun Group, which has offices throughout Western Canada. The business evolves to be more than just life and health insurance and The Nakamun Group is the wealth management and financial planning entity.

Blackburn Davis Financial Monogram

2001 — 2005

BLACKBURN DAVIS FINANCIAL INC.

Cecil Blackburn forms a partnership with John Davis in 2001 when they purchase Langevin Insurance Agency. They continue to operate under The Nakamun Group banner.

Blackburn Davis Financial Monogram

2005 — 2020

BLACKBURN DAVIS FINANCIAL INC.

After Cecil Blackburn’s retirement, Core Financial is acquired in 2006 and a new partner Stephen MacDonald is brought in to help service the needs of these clients. The affiliation with The Nakamun Group ends and a new brand is created to reflect our fresh start.

Blackburn Davis Financial Monogram

2020

BLACKBURN DAVIS FINANCIAL INC.

While refreshing our Blackburn Davis Financial brand image we launch a new brand, Blackburn Davis Wealth, for all investment and wealth management activity. All Financial Planning and Insurance advice is still delivered by Blackburn Davis Financial.

Our Company Mission & Values

To simplify the lives of professionals and business owners by coordinating their unique financial needs.

Simplicity

Your needs are by no means simple, but we can reduce the confusion and complexity of your financial realities. For example, you may be faced with the dilemma of unlocking the equity in your business for retirement. We coordinate the process from start to finish. From valuation of your business to providing an income with invested proceeds, your peace of mind is our responsibility.

COORDINATION

The coordination of your financial plan is twofold. First, we work with your accounting, tax, and business advisors to ensure personalized and optimal results. Secondly, we coordinate all aspects of your financial needs. We believe that to properly plan for retirement, with predictability and peace of mind, health and estate needs must also be considered. The intricate connections between these needs allow us to offer you individualized solutions.

UNIQUE FINANCIAL NEEDS

We assist professionals and business owners with their specific financial issues, such as helping a retiring professional to choose the best pension option, or creating strategies for the business owner who needs to stay below the small business deduction limit. We use proven wealth, health, and estate strategies to turn corporate dollars into tax deferred personal dollars, by creating corporate expenses that are not taxable benefits to the employee (shareholder).

COMPANY BELIEFS

We Believe … a needs driven financial plan with a hierarchy of priorities is key.

WE BELIEVE IN A COORDINATED APPROACH TO FINANCIAL PLANNING

Set goals, explore solutions, and take action.

Uncontrollable events, such as death, disability, and a personal health care crisis deserve attention before controllable events, such as retirement, and education planning.

Without a plan, you are subject to disruptive and potentially devastating outside influences.

Reducing volatility can be an important factor when aiming for out-performance. 

TAX EFFICIENCY IS A PRIME OBJECTIVE

We have few opportunities to limit our level of taxation; any wealth, health, or estate strategy that limits tax is worthy of exploration.

…the client advisor relationship is a partnership.

Without empathy, understanding, and disclosure, our value to each other is limited. In our form of partnership, we alone are held accountable for your outcome and results.

…our clients deserve peace of mind.

For many, peace of mind means being confident of the future. Whether through being certain about business succession plans or that core values towards money are transferred to our children, we all find peace of mind in different ways.

PRESERVE AND GROW YOUR WEALTH

…our clients prefer to preserve and grow their wealth the “old fashioned way” – patiently.

Being patient means clearly establishing investment guidelines for our asset allocation and diversification decisions and then measuring our results against predetermined benchmarks.

…our clients want their unique and sophisticated financial lives simplified.

Having your financial affairs summarized in a clear, concise and accountable manner provides you with confidence.

PROCESS

OUR APPROACH

We follow a simple six-step process as recommended by FP Canada™.

Watch The Financial Planning Process video.

PLAN. COORDINATE. COMMUNICATE.