John Davis, Cfp®, Clu®, Cim®, Tep

John Davis, Cfp®, Clu®, Cim®, Tep Email and Phone Number

Financial Planning and Wealth Management for business owners and professionals throughout Western Canada @ Blackburn Davis Financial Inc.
7345 Roper Road NW, Edmonton,Alberta T6E 0W4,Canada
John Davis, Cfp®, Clu®, Cim®, Tep's Location
Edmonton, Alberta, Canada, Canada
John Davis, Cfp®, Clu®, Cim®, Tep's Contact Details

John Davis, Cfp®, Clu®, Cim®, Tep work email

John Davis, Cfp®, Clu®, Cim®, Tep personal email

n/a
About John Davis, Cfp®, Clu®, Cim®, Tep

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.

John Davis, Cfp®, Clu®, Cim®, Tep's Current Company Details
Blackburn Davis Financial Inc.

Blackburn Davis Financial Inc.

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Financial Planning and Wealth Management for business owners and professionals throughout Western Canada
7345 Roper Road NW, Edmonton,Alberta T6E 0W4,Canada
Website:
blackburndavisfinancial.ca
Employees:
8
John Davis, Cfp®, Clu®, Cim®, Tep Work Experience Details
  • Blackburn Davis Financial Inc.
    President
    Blackburn Davis Financial Inc. May 2005 - Present
    Edmonton, Ab
    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.
    View
  • Blackburn Davis Financial Inc.
    Partner
    Blackburn Davis Financial Inc. May 2001 - May 2005
    Edmonton, Ab
  • Ppi Financial Group
    Marketing Consultant
    Ppi Financial Group May 1999 - May 2001
    Edmonton, Ab
  • The Mutual Group
    Sales Manager
    The Mutual Group 1994 - 1999
    Vancouver, Canada Area
  • The Mutual Group
    Sales Agent
    The Mutual Group 1991 - 1994
    Vancouver, Canada Area

John Davis, Cfp®, Clu®, Cim®, Tep Skills

Retirement Planning Wealth Management Investments Investment Advisory Investment Strategies Retirement Estate Planning Portfolio Management Asset Management Insurance Strategic Financial Planning Financial Planners Financial Analysis Fixed Annuities Financial Advisory Wealth Disability Insurance Wealth Management Services Critical Illness

John Davis, Cfp®, Clu®, Cim®, Tep Education Details

Frequently Asked Questions about John Davis, Cfp®, Clu®, Cim®, Tep

What company does John Davis, Cfp®, Clu®, Cim®, Tep work for?

John Davis, Cfp®, Clu®, Cim®, Tep works for Blackburn Davis Financial Inc.

What is John Davis, Cfp®, Clu®, Cim®, Tep's role at the current company?

John Davis, Cfp®, Clu®, Cim®, Tep's current role is Financial Planning and Wealth Management for business owners and professionals throughout Western Canada.

What is John Davis, Cfp®, Clu®, Cim®, Tep's email address?

John Davis, Cfp®, Clu®, Cim®, Tep's email address is jo****@****mun.com

What schools did John Davis, Cfp®, Clu®, Cim®, Tep attend?

John Davis, Cfp®, Clu®, Cim®, Tep attended University Of Victoria.

What skills is John Davis, Cfp®, Clu®, Cim®, Tep known for?

John Davis, Cfp®, Clu®, Cim®, Tep has skills like Retirement Planning, Wealth Management, Investments, Investment Advisory, Investment Strategies, Retirement, Estate Planning, Portfolio Management, Asset Management, Insurance, Strategic Financial Planning, Financial Planners.

Who are John Davis, Cfp®, Clu®, Cim®, Tep's colleagues?

John Davis, Cfp®, Clu®, Cim®, Tep's colleagues are Sammi M., Jazzy Teige, Cindy Sprague, Timothy J. Goodkey, B.sc., Cim®, Cfp®, Ally Davis.

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