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yourCFO Advisory Group Inc. and
yourCFO Wealth Management Inc.
201 - 1819 Beaufort Avenue
Comox, BC V9M 1R9
250-339-5776
250-339-5778
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Ben Davies, BA (Hist.)
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| Certified Financial Planner |
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bdavies@yourCFOinc.com
 His business focuses on serving the needs of business owners and professionals. Service and frequent contact is paramount in today’s busy world and clients receive a high level of both. Ben’s business is fee rather than commission based; clients appreciate the transparency and simplicity of this model.
Ben graduated from the University of Victoria in 1994 with a Bachelor of Arts degree, specializing in History and Philosophy. He started his career in financial services in 1996, received the Certificate of Financial Planning in 1998 and became a Certified Financial Planner. He focuses on providing investment, tax and estate planning solutions for his clients. Ben’s team includes Jennifer Gilbert, who focuses on client service and business development, and Crystal Genereux, who is the office manager and handles administration. Together, they’re able to provide exceptional service to their clients.
In his spare time, Ben likes to golf, travel, read, work on his hobby farm and enjoy outdoor activities with his partner, Josée and their Neapolitan Mastiff, Tegan.
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