OUR CLIENTS

As a newly retired executive in 2015 I was nervous and overwhelmed by my decision to retire, John Davis took the time to get to know me and understand my financial needs into my retirement.  He helped me understand my financial options so that I could focus on what was important to me and has given me the freedom to enjoy my retiring years.

Diane B. – Retired Executive

OUR CLIENTS

When we moved to Edmonton over 10 years ago, we thought we would take the opportunity to finally find a financial planner, something we had been talking about for years. A friend in another province, who was also a financial planner, said she had heard good things about Blackburn Davis Financial, so we set up an appointment. From our first meeting we encountered very knowledgeable planners with great advice who clearly have our best interests at heart. Over the years they patiently educated us about our options and helped us build a portfolio, taking the time to answer our many questions. At Blackburn Davis it really is true that there are no dumb questions! But more importantly, they helped us plan and invest in ways that are consistent with our beliefs and values. Many thanks to everyone at Blackburn Davis Financial.

Margie P. – Professor

OUR CLIENTS

My family have been clients of Blackburn Davis for years, from the outset John did an excellent job in assisting us craft a vision for the future and what was possible. Throughout the years we have had many interactions with the team at Blackburn Davis, they are efficient, proactive, professional and always polite. We have come to appreciate John’s commitment to education, clarity and transparency.

Dave F. – Executive

OUR CLIENTS

As a business owner of a company that specialized in reviewing specific cost centers for our clients it was important for myself to “walk the talk” regarding my own personal financial situation. Through personal associates, I met with Blackburn Davis and discovered I had been missing several opportunities with respect to my current investments and planning for my future. Making a change was very easy and has also been very rewarding because of the solid advice I have received over the years. My confidence level with this group is extremely high and I would recommend them to anyone.

Blair P. – Business Owner 

OUR CLIENTS

John Davis has always shown a genuine interest in our specific investment needs and developed an outstanding financial plan to achieve our goals.  We greatly appreciate the time and care John takes in thoroughly answering all of our questions with informative answers in language we can understand.  He is a dedicated, astute, and trustworthy professional, and I have the utmost confidence in John’s superior ability to guide all of our financial plans and decisions.

Colleen H. – Psychologist

John Davis has always shown a genuine interest in our specific investment needs and developed an outstanding financial plan to achieve our goals.  We greatly appreciate the time and care John takes in thoroughly answering all of our questions with informative answers in language we can understand.  He is a dedicated, astute, and trustworthy professional, and I have the utmost confidence in John’s superior ability to guide all of our financial plans and decisions.

Colleen H. – Psychologist

As a newly retired executive in 2015 I was nervous and overwhelmed by my decision to retire, John Davis took the time to get to know me and understand my financial needs into my retirement.  He helped me understand my financial options so that I could focus on what was important to me and has given me the freedom to enjoy my retiring years.

Diane B. – Retired Executive

I’ve had a great experience dealing with Blackburn Davis Financial for over twenty years. I trust their knowledge and expertise in dealing with my investments. I greatly appreciate the time Kelley and John spend with me; whether it’s in person or on the phone; explaining my portfolio in great detail, talking about market fluctuations, and promptly answering any questions or concerns I have ever encountered.

Linsay T. – Teacher

My family have been clients of Blackburn Davis for years, from the outset John did an excellent job in assisting us craft a vision for the future and what was possible. Throughout the years we have had many interactions with the team at Blackburn Davis, they are efficient, proactive, professional and always polite. We have come to appreciate John’s commitment to education, clarity and transparency.

Dave F. – Executive

I have trusted John at Blackburn Davis Financial for over seven years and have seen nothing but positive results. His dedication and knowledge in financial planning has helped me tremendously, even throughout the current covid crisis. I look forward to continuing working with him in the future as his work ethic has been one of a kind.

 Ladislav S. – Athlete

I have worked with the BDF team with several mutual clients. What I am most pleased with is their use of the client’s other professionals such as accountant and lawyer. The result is a complete, thorough and integrated solution for the client’s needs and objectives.  In all of the years that I have worked with the firm every client has been extremely pleased with the thoroughness and nature of the service provided by the team. I am very particular who I refer my clients to and without hesitation, they will continue to be on the top of my list, as I know that the client will be taken care of completely.

Kim W. – Accountant 

As a business owner of a company that specialized in reviewing specific cost centers for our clients it was important for myself to “walk the talk” regarding my own personal financial situation. Through personal associates, I met with Blackburn Davis and discovered I had been missing several opportunities with respect to my current investments and planning for my future. Making a change was very easy and has also been very rewarding because of the solid advice I have received over the years. My confidence level with this group is extremely high and I would recommend them to anyone.

Blair P. – Business Owner 

I’ve been working with Blackburn Davis Financial Inc. since I started my career.  They have done a great job at understanding my financial goals and comfort level. My wife and I are very confident with how our investments are being managed! Thank you.

Nicholas K. – Engineer

When we moved to Edmonton over 10 years ago, we thought we would take the opportunity to finally find a financial planner, something we had been talking about for years. A friend in another province, who was also a financial planner, said she had heard good things about Blackburn Davis Financial, so we set up an appointment. From our first meeting we encountered very knowledgeable planners with great advice who clearly have our best interests at heart. Over the years they patiently educated us about our options and helped us build a portfolio, taking the time to answer our many questions. At Blackburn Davis it really is true that there are no dumb questions! But more importantly, they helped us plan and invest in ways that are consistent with our beliefs and values. Many thanks to everyone at Blackburn Davis Financial.

Margie P. – Professor

PLAN. COORDINATE. COMMUNICATE.

DISCLAIMER: Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Blackburn Davis Wealth, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Blackburn Davis Wealth and covered by the CIPF. Financial planning and insurance services are provided through Blackburn Davis Financial. Blackburn Davis Financial is an independent company separate and distinct from ACPI/Blackburn Davis Wealth.