We are Financial Planners at our core. Our clients come to us looking for personalized retirement planning and wealth management. We also advise on risk management and estate planning. Beginning as Blackburn Insurance Agency in the 1960s, we have grown from our Edmonton roots to become Western Canadian focused.
We take a collaborative approach with your legal and tax advisors and can take the lead on this coordinated effort. Understanding your lifestyle, retirement and estate goals allows us to offer you integrated advice to achieve your goals. You can confidently approach retirement knowing your financial pieces fit together.
We take a collaborative approach with your legal and tax advisors and can take the lead on this coordinated effort. Understanding your lifestyle, retirement and estate goals allows us to offer you integrated advice to achieve your goals. You can confidently approach retirement knowing your financial pieces fit together.
Services
We are Financial Planners at our core. We focus on wealth management and retirement planning, but also advise on risk management and estate planning. Beginning as Blackburn Insurance Agency in the 1960s, we have grown from our Edmonton roots to become Western Canadian focused. We are active throughout Alberta and British Columbia, but concentrated in Edmonton, Calgary, Vancouver, Victoria and Vancouver Island.
We integrate the pieces of your financial world so you can enjoy your retirement with confidence. The objective of financial planning is to define where you want to go; we will design the best approach for you to get there.
Estate planning ensures that if you are physically or mentally incapacitated, your affairs will be managed in a manner that you have prescribed and upon your death, your estate will be distributed according to your instructions.Retirement planning is a comprehensive approach to dealing with the many, often interrelated, issues that face retiring individuals and couples.
Estate planning ensures that if you are physically or mentally incapacitated, your affairs will be managed in a manner that you have prescribed and upon your death, your estate will be distributed according to your instructions.Retirement planning is a comprehensive approach to dealing with the many, often interrelated, issues that face retiring individuals and couples.
This series of five-minutes videos will help explain more about the financial planning process and our investment philosophy. We also take a in-depth look at various financial topics, such as dividend investing, yield on cost and active vs. passive investing. Your Custodian's primary role is to hold assets in your name, separate and apart from any other entity.
As a newly retired executive in 2015 I was nervous and overwhelmed by my decision to retire, John Davis took the time to get to know me and understand my financial needs into my retirement. He helped me understand my financial options so that I could focus on what was important to me and has given me the freedom to enjoy my retiring years.
Determine the disposable income needed to meet short, medium, and long-term goals while maintaining desired lifestyle. Ensure adequate income is available in the most tax effective manner to meet financial needs in retirement (see Retirement Planning). Identify the risks associated with the financial plan and develop appropriate strategies to mitigate those risks.
Reviews (12)
Brad Lavigne
Nov 30, 2021
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Barb Fulford
Oct 28, 2021
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My experience with the Team of Blackburn Davis Financial dates back 27 years… beginning with Cecil Blackburn, then John Davis and for the past 15 years or so, Stephen MacDonald. Throughout this time, each member of your team, have consistently been there for me… by offering the utmost in professional yet caring, skilled yet guided, comprehensive service. With our combined practiced patience ( Stephen’s words), I have developed trust in all those involved in nurturing my nest egg, as they would their loved one’s. Moving forward in my senior years, I remain confident and grateful for Stephen
Keith Bordeleau
Jun 25, 2021
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Darren Jacknisky
May 11, 2021
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We have been working with Blackburn Davis since we started down the road of planning for retirement, First with John and now with Steven and the team. Our meetings with the team and their guidance have always left my partner and I feeling confident that we were on the "right path"...Their advice and professional approach have been a constant, now so many years later, as we get ready to turn the page on our "next phase of life" we know we are ready and can move forward when we are ready regardless of what we find on the other side of COVID. I wouldn't hesitate to recommend the team at Blackburn
Sandra Alton
May 02, 2021
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I have been a client with Blackburn Davis for many years and have been extremely happy with our working relationship. I trust Stephen to offer clear helpful information and options. He has been able to assist other family members as well which has been so helpful to our entire family.
I am grateful for the sage wisdom.
I am grateful for the sage wisdom.
Lisa S.
Mar 17, 2021
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We have had the pleasure of working with Blackburn and Davis since 2014.
In this time we have developed implicit trust and know that they have our best interest at heart.
Before discovering this company I met with numerous different finance managers that never left me feeling more than just a number.
After the first meeting with John and Stephen, I knew that this was not your typical give us your money and we will invest it business.
Rather they want to help you use your money as efficiently as possible. Support you as a whole person with a whole life ahead of you.
They take into account what
In this time we have developed implicit trust and know that they have our best interest at heart.
Before discovering this company I met with numerous different finance managers that never left me feeling more than just a number.
After the first meeting with John and Stephen, I knew that this was not your typical give us your money and we will invest it business.
Rather they want to help you use your money as efficiently as possible. Support you as a whole person with a whole life ahead of you.
They take into account what
Ken Koger
Mar 11, 2021
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We have had the pleasure of dealing with Steve MacDonald with Blackburn Davis for the last 10 years. We can’t say enough about the professional, friendly and well informed advice Steve has given us over the years. We give Steve and his team at Blackburn Davis 5 Stars all the way without hesitation. Do not hesitate to sign up with Blackburn Davis Financial, you will not regret your decision.
Ken K.
Ken K.
Astrid Vanderstarre
Feb 15, 2021
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I have been a client with BDF since 2008 and it was one of the best decisions I ever made. Stephen, John and the whole BDF team are wonderful to deal with. Everyone has the same high standards and exhibits excellent attention to all the details - big or small. They have provided me with security for my future by putting together a comprehensive financial plan and by meeting with me regularly to ensure my goals are being met to ensure that security. Not only have my goals been met, they are being exceeded. I highly recommend this firm to handle your investments and financial goals. You will not
Michelle Hastings
Dec 06, 2020
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At 52 and having to suddenly learn about investing was daunting. I did some research after reading about the differences between investing at your bank and financial planning services. I thankfully saw some reviews on John Davis and I decided to give it a try.
Best thing I ever did. I can’t say enough about both Kelley and John (and I’ve no doubt the rest of the people are just as good).
They took the time to listen to my story and my wants, needs and future goals for retirement.
The most important part was that they empowered me and I feel less nervous and kinda excited to learn more about
Best thing I ever did. I can’t say enough about both Kelley and John (and I’ve no doubt the rest of the people are just as good).
They took the time to listen to my story and my wants, needs and future goals for retirement.
The most important part was that they empowered me and I feel less nervous and kinda excited to learn more about
Libby Wingrove
Nov 28, 2020
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I was a young widow with a daughter. I had no idea about our finances, and I didn’t have a plan for our future. John Davis came and picked up the pieces. He set us up right away with a financial plan. He gave us stability and secured our future. John treated us like family and changed our lives. How often can you say that about someone you are dealing with these days?
I also work with Stephen MacDonald. His patience and kindness are unwavering. These are GOOD people - smart, honest and straightforward - everything you’d want in someone looking after your money.
Work with them; it will be
I also work with Stephen MacDonald. His patience and kindness are unwavering. These are GOOD people - smart, honest and straightforward - everything you’d want in someone looking after your money.
Work with them; it will be
Chris Graham
Sep 02, 2020
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We’ve been with Blackburn Davis for the past three years, and have been very pleased with the results and our overall experience so far.
Stephen understands our financial position very well and seems to identify with our goals better than other planners/advisers that we’ve had in the past.
I agree with their dividend growth investment philosophy and feel that our investment portfolio is in very good hands.
I also appreciate that they periodically host educational sessions in the form of “Client Appreciation Events” that serve to remind that BDF is always on the look out for their clients
Stephen understands our financial position very well and seems to identify with our goals better than other planners/advisers that we’ve had in the past.
I agree with their dividend growth investment philosophy and feel that our investment portfolio is in very good hands.
I also appreciate that they periodically host educational sessions in the form of “Client Appreciation Events” that serve to remind that BDF is always on the look out for their clients
Braxton O'Neil
Nov 19, 2018
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We became clients of Blackburn Davis Financial several years ago and have entrusted our retirement portfolio to John Davis. Since that time, our adult children have also become clients. We have always found John and his staff to be very honest and dedicated professionals. Throughout the years he has been helpful in explaining financial matters in terms that make it easy to understand. Not only does John send frequent financial updates to us, but we also meet with him on a regular basis. Whenever we have a financial question he or one of his staff are quick to respond. We would have no hesitation
