The team took an opportunity to participate in “Tools for School” through the United Way. This program provides backpacks filled with school supplies to children who would not have these items otherwise. These necessary supplies allow kids to engage in their learning and have fun in the classroom. We laughed and hustled our way through the assembly line until we’d filled over 400 backpacks! #teamvolunteering #blackburndavisfinancial #unitedway #toolsforschool #backtoschool
Blackburn Davis Financial Inc.
Financial Services
Edmonton, Alberta 99 followers
We help you navigate your finances so you can spend your time doing what you love
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 unique business model involves referring clients to discretionary Portfolio Managers as our primary investment solution. We are based in Edmonton, AB, but serve clients across Western Canada.
- Website
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http://www.blackburndavisfinancial.ca/
External link for Blackburn Davis Financial Inc.
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Edmonton, Alberta
- Type
- Privately Held
- Founded
- 2005
- Specialties
- Financial Planning, Estate Planning, Retirement Planning, Business Financial Planning, Insurance, and Tax Planning
Locations
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Primary
Get directions
7345 Roper Road NW
Edmonton, Alberta T6E 0W4, CA
Employees at Blackburn Davis Financial Inc.
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Kelley Doerksen, CFP, CIM, TEP
Financial Advisor at Blackburn Davis Financial
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John Davis, CFP®, CLU®, CIM®, TEP
Financial Planning and Wealth Management for business owners and professionals throughout Western Canada
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Stephen V. MacDonald B.Comm, CFP®, CIM®
Financial Planning and Wealth Management for business owners and professionals throughout Western Canada
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Sammi M.
Client Services Administrator at Blackburn Davis Financial Inc.
Updates
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As young people look at breaking into the housing market, housing affordability is an issue. As challenging as purchasing a home is, there are multiple programs available to enhance savings and allow investments to grow without tax eroding the capital. Please reach out to us if we can help determine which may be the best combination of approaches to take. https://lnkd.in/gW8SVp6u #blackburndavisfinancial #yegfinancialplanning #yegfinance #wealthmanagement #hometaxshelter #homebuying #housingmarket #investing #investments
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I am so enthusiastic about the future of financial planning as a profession. We've grown and need to hire another planner. I have been fortunate to interview absolutely exceptional people and I'm blown away by the genuine desire these candidates have shown to offer empathetic, values-based planning to Canadians. They are smart, well-educated, caring people focused on continuing to challenge themselves and the profession to improve. #CFP
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Do you make new year goals or resolutions? 📅 A new year can be a fresh start and the ideal time to revisit our financial goals and values. If you have any questions about how your plan is meeting your needs, we are here to help you. Please reach out. #blackburndavisfinancial #financialplanning #certifiedfinancialplan
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If you have had any major changes in your life recently or anticipate some this year, now is a good time to reach out to your financial planner and keep them up to date. We can factor these changes into your financial plan and make any adjustments needed to ensure your goals and objectives are still being met. For example 👉 a new baby, a change in marital status, purchasing a new home, planning an upcoming retirement, etc. #blackburndavisfinancial #yegfinancialplanner #certifiedfinancialplanner
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If you haven't made an RRSP contribution for 2023 or a TFSA contribution for 2024 yet and planning to do so, please reach out to our office. #blackburndavisfinancial #yegfinancialplanning
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In place of our Advisor Insights newsletter this month, we will be sending out our Quarterly Summary message providing our thoughts and updates on this past quarter's markets and economy. Our clients can expect this in their inbox over the next couple of weeks. #blackburndavisfinancial
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Happy New Year! 🎇 As a reminder our office is closed today. We will return on Tuesday, January 2. #blackburndavisfinancial
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Merry Christmas & Happy Holidays from our BDF family! 🎄 ✨ We hope you have joyous holiday season full of friends, family, and good food. #blackburndavisfinancial
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