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.

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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.

Pauline Williamson

Along with my husband, I emigrated from the UK in 2006 and came straight to the Paradise of the Comox Valley and I love it!  I served twelve years in the Royal Naval Service, ten years in housing the homeless and now, since 2008, I manage the office.  My background is in Military Operations & Intelligence (WRNS) and then rehousing the homeless in England & Scotland, so a bit different from the Financial industry. My passion is now everything to do with my border collies and maintaining my garden along with my husband who is a wildlife photographer. I love my job and our clients really are the best folks around so I look forward to meeting you soon.

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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.