Excellent service, fee based fees that are not hidden. Always feel that advice given is for the clients benefit…… not the financial gain of the advisor.

Rob Howland, Courtenay

Ben told me to do my homework and look into the IWA pension status before opting out of it and letting him invest the proceeds. That spoke volumes of his character.

Ron Curran, Courtenay

If you are looking for an honest professional who keeps your best interests at heart and who will go the extra mile for you, you have found him. Ben has been a personal friend for years and I know him to be accountable, hard working and conscientious. I know my finances are in good hands.

Dr. Rick Houlgrave, Comox

The service that I’ve received from Ben Davies is a combination of straightforward advice, insight on the latest market trends and professional expertise that always makes me grateful for choosing this business.

Glen & Lynn Moseley, Courtenay

Working with Ben & Pauline has been a breath of fresh air for me. Their customer service and attention to detail is second to none in any business with which I have been associated. Ben’s manner as a FP is friendly, warm, engaging, professional, knowledgeable, insightful, personal and purposeful, the best FP ever! Pauline’s skills, abilities and personality as well as her attention to detail and customer service is the absolute best in this “full service” business. You two are a dynamo business team who complement each other in so many ways. Thank you for all that you do for David and Me.
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Linda Oprica & David Muir, Cumberland

I would recommend Ben Davies to anyone looking for a personalized service. Ben & Pauline provide this, as well as a friendly & welcoming atmosphere in the office.

Marg Elson, Comox