Our Team

We have a small team which has a real focus on client service.  Pauline deals with all administrative, scheduling and office management issues.  Terran works on special projects, does the securities trading and works with clients on planning.  Ben works with clients on planning.

IMG_3562 head retouch (1)

Terran Berger BBA

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). My interests are golf and all other outdoor activities. I play on the Canadian National Military golf team which allows for great foreign golf experiences. My wife and young son are what keep me grounded and focused on what’s really important. I look forward to meeting you to discuss your financial planning needs.

Michelyne Lagotte

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. I am fluent in French and English. I feel privileged to work here as Office Manager, and everyone has welcomed me with open arms. I am really looking forward to meet all of the clients, whom I understand will feel like a part of my extended family.

[removal.ai]_tmp-62c73d7dd19ef
pets

Ben Davies BA CFP

Born and raised in the Comox Valley, I enjoy my family and pets, working on my farm, travel, reading, woodwork and ocean swimming. After completing my BA in History and Philosophy at the University of Victoria, I worked for a local financial firm, starting with them in August 1995.  By 2002, disenchanted with the industry and the job I was in, I nearly left financial services to return to school.  Upon the advice of my parents, I persevered, opening Ben Davies Financial Planning in October 2003.  We have a small client base for whom we provide financial planning solutions, including asset management (in conjunction with Aligned Capital Partners Inc.), retirement income planning, tax/estate planning/insurance solutions and education plans among other financial subjects.

“Working with Ben & Pauline has been a breath of fresh air for me. Their customer service and attention to detail is second to none. Ben’s friendly, warm, engaging, professional, knowledgeable, insightful, personal and purposeful. Pauline’s skills, abilities and personality are the absolute best.”

Linda & David, Cumberland

Come in for a visit!

We can help you organize your financial planning so you can move forward feeling confident and excited about your future.