Josh Davie, CFP®, CLU®

  • Investment Fund Advisor*
  • Life and Health Insurance Advisor**

I'll do more than a basic review with you—I'll consider every aspect of your financial security, including:

  • establishing a personal budget
  • reviewing your investments
  • determining if you can reduce your taxes
  • planning your retirement
  • understanding your estate wishes

After this process, I'm certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.

905-634-8834

3455 Harvester Rd, Unit 24
Burlington, ON  L7N 3P2

Phone: 905-634-8834
Cell: 416-527-2759
Fax: 905-634-8831

joshua.davie@investdfsi.ca

FOLLOW ME

1 © 2016, Claude bl, Nathalie Viennot-Briot, The Gamma Factor and the Value of Financial Advice, https://www.cirano.qc.ca/files/publications/2016s-35.pdf

COCKERLINE, Jon, Ph. D. Nouveaux éléments attestant la valeur du conseil financier, IFIC, 2012.

3 IFIC. La valeur des conseils, rapport, 2012.

4 VANGUARD. La valeur ajoutée des conseillers financiers, Toronto, 2014. IFIC/POLLARA Inc. La perception des investisseurs canadiens quant aux fonds communs de placement et à l'industrie des fonds communs, Toronto, 2013.

*Mutual funds are distributed through Desjardins Financial Security Investments Inc.
**Life and Health insurance is provide by Josh Davie through VP Investment Group Inc.

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