It is with heartfelt congratulations that we welcome Kelley Doerksen, CFP®, CIM® as partner in Blackburn Davis Financial Inc.
Kelley has been a Financial Advisor for 13 years. She achieved her Certified Financial Planner designation in 2010 and her Chartered Investment Manager designation in 2017.
She has just qualified to be registered as a Portfolio Manager which allows her to manage client assets on a discretionary basis. This is the gold standard of financial advice in Canada. She is also currently working on her Trust and Estate Practitioner designation (TEP).
Obviously, self-development and education are a cornerstone to Kelley’s success. What is more remarkable is she has been able to accomplish these milestones while being a dedicated mother and outstanding Advisor.
She is a thoughtful, empathetic, and highly skilled planner who acts as our go to resource for many of the more technical financial planning issues we face. Congratulations Kelley and thank you for your dedication and service.
Stephen MacDonald, CFP®, CIM® & John Davis, CFP®, CIM®, CLU®, TEP