My husband and I found Terran to be always highly professional, offering in-depth discussions and systematic overviews leading to what we felt a balanced and well thought out advice. We have never felt being pushed into anything, which is very important for us. We have always felt that Terran kept our best interest at heart whenever we had any decisions to make. We are very satisfied and highly recommend.
If you have limited knowledge planning for savings and retirement these are the people to see. They explain things clearly and in a way that us with little understanding of the investment world find it very helpful. Also available to answer your questions. Look forward to our meetings and Ben’s news letter.
Amazing people to work with setting goals and putting into action top notch 😊
We moved to Ben Davies Financial Planning in 2018 because our bank’s services were not giving us the personalized service we wanted. To put it simply, discussing the future of our finances over the phone with someone in Toronto we’d never met before left us feeling uneasy. Ben and his team are not only knowledgeable, they also take the time to understand our needs while helping us navigate the (sometimes) overwhelming world of financial planning.
BD has given me a good picture of my potential future retirement date and what I need to do to accomplish it. They give a complete financial picture from today to post retirement and estate planning. It’s a relief to have someone else looking at the big picture with me and take an honest look.
We are completely satisfied, thank you.
In all the years dealing with Ben we have never worried about our financial situation. In good or bad market times we have complete trust that everyone is working in our best interests. Just having that peace of mind has made our retirement financially stress free. Would recommend meeting with Ben and all the staff to make your decision on if this would be the right fit for you to achieve your financial goals.
Your trusted team is always willing to listen to us and discuss our concerns and questions. We know that what is shared at the office is confidential and we feel that we – and our money – are in good hands. The updates and messages that we receive are easy to understand and in our best interests. Thank you for many years of being there for us.
Ben has been such a big help getting me more prepared for retirement planning and discussions surrounding my pension benefits. Very supportive and able to hear my specific pre-retirement needs.
I personally do not want to get involved in the investment world. So I am happy to turn it over to you as I trust you to be on top of things and look after my interests without needing me to guide each move.