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Ben
Davies,
BA (Hist.),
Certified Financial Planner
bdavies@yourCFOinc.com
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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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