Testimonials & Reviews

Thoughtful words from clients...

We are lucky to work with some really great clients. Here is what some of them have had to say about their experiences:
Taylor Vogel, Alberta

There are not enough good things I could say about Ben. It only made sense to keep him as my financial advisor, even when I moved out of province. His many years of knowledge in the industry shine through and his expertise are greatly appreciated in my household. Highly recommend Ben for any of your…

Greg St. Croix, Ontario

To say I am more than satisfied with Ben Davies service would be a discredit to him. His knowledge and expertise has saved me countless hours of frustration and saved me an untold amount of money in lost opportunities. He and his staff were always very prompt, always professional, and quite frankly always spot on…

Martin Davies, Comox

I have been a client of Ben since before he opened his own business. From the start, I have appreciated the care he has for us in dealing with us, and our portfolio. Ben is an honest and true friend, as well as a fine financial advisor. I appreciate the way he is in this business for the…

Colleen Boudreau, Courtenay

As fate would have it, I was meant to get hooked up with Ben and his knowledge as a Financial Advisor. During the late 1999’s my previous advisor in another office moved and as a result my file was handed to Ben. I was so pleased and comfortable with his concern for my financial future that I followed…

Jim & Colleen Malek, Courtenay

We came to Ben for a comparison with our then current advisor’s management and were very surprised at how different…..and much better, things could be. Ben and Pauline have put up with us as they and we tried to sort out our incredible financial situation never making us seem we were bothering them and yet we know…

Brandi Lucas & Kevin Daugherty, Courtenay

Ben Davies Financial has provided us with nothing less than professional, friendly, easy to understand financial advice. From the moment Pauline greets you when you walk in, to the moment Ben sits down with you in his office, you feel comfortable and confident in the services provided by BDFP.

Tom Morgan, Courtenay

My account is not large but my experience makes me feel that it is. I have always received a courteous and prompt replies to any enquiries phrased in simple and understandable language. I also know any advice I am given is given with my financial well-being in mind.

Jim Gordon, Courtenay

Personalized service, small niche client base, great knowledge and connection with clients. Great track record.

Mark & Danielle Duncan, Comox

Ben & Pauline care about working with their clients not just for them.

Dave & Julie Brooker, Comox

Integrity is not a word to be thrown around lightly, but Ben has it in spades. Rather than write about him, I’d be happier to talk to a prospective client (face to face or over the phone) to list the reasons why we feel we’re lucky to have him as our financial advisor and friend.

Rob Howland, Courtenay

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.

Ron Curran, 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.

Dr. Rick Houlgrave, Comox

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.

Glen & Lynn Moseley, Courtenay

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.

Linda Oprica & David Muir, Cumberland

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…
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Marg Elson, Comox

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.

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