Need help?

We can help organize and simplify your financial planning.  Take a look around our site and feel free to come in for a visit or send us some questions via email.

Ben Davies Financial Planning

Welcome to financial planning done differently. The world of financial planning can be overwhelming.  The industry is confusing and changes rapidly.  It’s hard to know what strategy will actually help you reach your goals. BDFP can help you map out your future so you can rest easy knowing that you’re on the right track to reach your financial goals.  Here are some of the reasons we’re not your average financial planning firm:

We're independent.

We are the boss!  With no parent company affiliation, our advice is unbiased and in your best interest.

We're consistent.

Since 2003, we’ve been providing the same great service with the same staff in the same location.

We're digital.

From statements to signatures, tax slips, newsletters, forms and applications – 99% of everything we do is digital!

We're nimble.

Not being affiliated with a parent company means we can act quickly to meet the needs of our clients and adjust to a changing world.

Come in for a chat!

Confused about your financial planning?

We can help. Let us remove the guesswork so you can move forward feeling confident and excited about your future.

The BDFP Team


Michelyne Lagotte

Office Manager

I moved to the Comox Valley in 2012. Previously I worked for small and large corporations and also owned a business. My educational background is in computer science, management and marketing. My hobbies are interior decoration and I love to refurbish furniture.

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Terran Berger BBA

Licenced Advisor

I’m Comox Valley born & raised and I am now raising my family here as well. After finishing my business degree at North Island College, I started at the office, working with Ben and Pauline. I’m also a reservist at CFB Comox (442 Sqn)…

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Ben Davies BA CFP


I was born and raised in the Comox Valley.  After completing my Bachelor of Arts degree at the University of Victoria in history and philosophy, I worked for a local financial firm, starting in the summer of 1995…

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