FOLLOW ME
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
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
2 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.