Michelyne, Terran and Ben are a very honest and approachable team. They are very welcoming and I appreciate their ability to make investment management less intimidating.

Scott Burneski, Courtenay

I feel that I have the best team to be confidence with my retirement. I never been insecure and this is what is important in my retirement life actually.

Bruno Bureau, Vancouver

We feel that our best interests have been very well taken care of in all market conditions the way our portfolio is managed allows for individual flexibility versus packaged portfolio plans

Mike Berger, Comox

We have recommended many friends and family to Ben Davies Financial over the years because of the personal treatment we have received. We feel valued as customers and it is an enjoyable experience interacting with Ben and staff. We highly recommend Ben Davies Financial.

Barb & Ron Berger, Comox

We are a bit shy on camera but would be willing to share our satisfaction and loyalty to your company in print. Our family has been helped and counselled for many years now by your efforts. Our immediate family plus the many grandchildren we now enjoy are financially secure in the here and now. The resulting peace of mind is (priceless) and we are very grateful and willing to recommend your company to all.

Lois & Bob Bellmore, Courtenay

My husband and I found Terran to be always highly professional, offering in-depth discussions and systematic overviews leading to balanced and well thought out advice. We have never felt pushed into anything, which is very important. 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.

Olena Bada, Victoria

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.

Linda & Grant Wyton, Comox

Amazing people to work with setting goals and putting into action top notch 😊

Mike Varney, Comox

Berger Davies 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.

Mark Myles, Campbell River

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.

Chris & Val Little, Comox