John D.R. Davis, BA, CFP®, CLU®, CIM®, TEP

Financial Planner

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John Davis is a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Chartered Investment Manager (CIM®), and member of the Society of Trust and Estate Practitioners (TEP) with over 30 years of experience in the financial planning field.

Prior to helping found Blackburn Davis Financial Inc. in 2001, John was a marketing consultant with a major life, disability and group insurance brokerage company. He is an active participant in the regulatory, distribution and practice management affairs of the financial planning field, having served on various boards and advisory councils.

He enjoys golf, family travel and the early alternative music of his youth.

Securities/Investment products are provided by Aligned Capital Partners Inc. Click here for more information.

 

Stephen V. MacDonald, B.Comm, CFP®, CIM®

Financial Planner

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Stephen has been with Blackburn Davis Financial since 2010 and became a partner in 2012. With over 16 years in the industry, he understands the unique financial issues that you face as a high net worth family, incorporated professional or business owner. He utilizes a goals-based approach to his advice and is dedicated to helping you become financially empowered.

Stephen has always been known as the “numbers guy”. He began investing at the early age of 12 with his Mother’s help and it quickly became a passion of his. The guidance he received along the way inspired him to pursue his career in financial planning.

He graduated from the University of Alberta School of Business, with a major in Finance and a minor in Economics and Business Law. Stephen has completed the Certified Financial Planner (CFP®) designation as well as the Chartered Investment Manager (CIM®) and is currently working towards the Trust and Estate Practitioner (TEP®) designation.

In his spare time, Stephen enjoys spending time with his family and friends, discovering a new local craft beer, downhill skiing in the winter and golfing or fishing in the summer.

Securities/Investment products are provided by Aligned Capital Partners Inc. Click here for more information.

 

Kelley Doerksen, CFP ®, CIM ®

Financial Planner

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Kelley is a retirement planning specialist who is devoted to helping you protect and grow your wealth. Knowledgeable about the fact that your retirement is not the only planning milestone you aim to achieve, Kelley is determined to help you master your lifestyle goals today and going forward.

Your tailored financial planning solutions and investment advice come from a strong educational background. Kelley has completed the Certified Financial Planner (CFP ®) designation as well as the Chartered Investment Manager (CIM ®). For a well-rounded approach, she has also completed the coursework for the Certified Divorce Financial Analyst designation as well as the Certified Cash Flow Specialist. She is currently working towards the Trust and Estate Practitioner (TEP ®) designation.

In the summer, you’ll find Kelley outside running through the river valley, riding her bike with her family, tending to her garden or hitting a tennis ball.  Come winter, despite being averse to cold weather, you’ll likely find her and her family on the slopes.

Securities/Investment products are provided by Aligned Capital Partners Inc. Click here for more information.

 

Annick Belanger, LLQP

Client Services

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Annick is a dedicated client service professional with over 16 years of experience in the insurance and financial services industry. She assists John in meeting his client’s needs as well as supporting all of the firm’s insurance clients.

She has a degree in Insurance and Financial Services from CEGEP de Saint-Foy in Quebec City and achieved her insurance license in Alberta in 2015. Annick has been a part of the Blackburn Davis Financial team since August 2012.

Outside of work, Annick is an avid reader. She also stays busy playing soccer, running, going to yoga and taking care of her two daughters.

 

Cindy Sprague, B.COMM

Marketing Coordinator

 LinkedIn

Cindy manages all firm projects related to marketing and communication with our clients. She oversees our social media, website, event management, as well as a variety of other activities. Coming up to six years with our firm, she has had the opportunity to be involved in all aspects of the business and is passionate about helping our clients.

She earned her Bachelor of Commerce Degree from the University of Alberta, majoring in Business Economics and Law, and minoring in Marketing. In June 2014, she joined the Blackburn Davis Financial team.

Outside of the office, Cindy enjoys spending time with family and friends and visiting the latest restaurants our city has to offer. She also loves travelling and practicing yoga.

 

Rebecca Verbisky, B.COMM

Client Services

 LinkedIn

Rebecca currently assists Stephen with administration for his clients. She is dedicated to ensuring our clients’ needs are met while furthering her knowledge of the financial services industry.

She gained her Bachelor of Commerce Degree from MacEwan University, majoring in Management and minoring in Finance. After working at ATB Financial, she joined our team in February 2019. She is currently focused on earning her Mutual Funds license and eventually completing her CFP® designation.

In her spare time, Rebecca enjoys travelling, bowling, and hiking with her friends and family.

 

Sammi Manuel

Client Services

 LinkedIn

Sammi is an experienced administrator who has found her passion in the financial services industry. She is currently assisting both John and Kelley’s clients as well as taking care of insurance administration for all the firm’s clients.

Sammi has her Diploma in Legal Administration and previously worked at another financial planning firm in Kelowna. After relocating to Edmonton, Sammi joined our team in August 2019.

Outside of the office, Sammi loves to fill her time travelling, snowboarding, and spending time with her family and friends.