Timothy J. Goodkey, B.Sc., Cim®, Cfp® Email & Phone Number

As a Certified Financial Planner® at Blackburn Davis Financial in Edmonton, I have over four years of experience advising mid-career professionals, business owners, and families on achieving their financial goals. The people I am fortunate to serve include professionals in the energy, legal, and medical fields, as well as business owners with complex financial needs who value personalized, proactive advice to simplify decision-making.I provide comprehensive financial planning that integrates investment management, tax strategies, estate planning, and insurance solutions. With a focus on employees with share purchase plans, and advanced compensation packages, I help ensure clients’ financial strategies are tax-efficient and aligned with their long-term goals.Strategic tax planning is a key part of my work, helping clients reduce their tax burden with tailored personal and corporate strategies. This includes income splitting, retained earnings management, tax-deferred investments, and optimizing savings with tax-efficient accounts like TFSAs, RRSPs, and spousal RRSPs. I also assist with the taxation, timing and strategic liquidation of stock options and private share purchases, ensuring these actions are tax-efficient and aligned with the client’s overall financial goals.Risk management is integral to my approach, ensuring professionals and business owners protect their wealth and manage financial risks across all areas of their plans. I work closely with Portfolio Managers to ensure that client portfolios are structured to meet income, growth, and protection needs.My focus is on building long-term relationships based on trust and personalized service. Most of my clients are introduced through professional advisors or mutual connections, ensuring a strong foundation of shared values from the outset. If you’re a business owner or professional seeking proactive, personalized financial advice, feel free to reach out—I’d love to discuss how we can help you achieve your goals.⚠️Please note: I do not respond to requests for services via LinkedIn. If you're interested in my services, please reach out to me directly via email.⚠️Timothy J. Goodkey, B.Sc., CFP, CIM📧: timothy@blackburndavisfinancial.ca🌐: www.blackburndavisfinancial.ca

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  University Of Alberta

  Environmental Economics And Policy