Practical advice to help you thrive with your finances

No matter your stage in life, we are here to help give you realistic guidance to manage your finances and help you clarify your investment and insurance needs.

Clarify Your Situation

We help you build a clear picture of your current financial situation so we can clearly see where we are today.

 

Identify Success

Everyone’s situation is different. Once we have a clear picture of where we are today, we need to paint a clear picture of what you want to achieve.

Implement Plan

We will help you create a plan to implement so that you can achieve your financial goals. This will give you easy steps to implement on day to day, so you can thrive year to year.

Clear Money Mindset Podcast

Providing you with help and tips to manage your money in a clear and intentional way.

Podcast

Life, Health, Wealth – Balance

How do you define success? Is it lots of money, flashy cars, a dream job, exploring the world or spending time with family and friends? “Think of success as a four-legged table, with each leg representing a quadrant. Each quadrant depends on the other.  If they don’t all play their part equally, the table collapses. If one […]

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Podcast

Stockin’ Around The Christmas Tree

Tune in to the most financially festive podcast of the season with your favourite financial five. The Team at Davies Financial is at it again for our annual Christmas podcast. Get ready for a sleigh ride of laughs, dad jokes, and all things merry and monetary. This year Ben is joined by the staff of […]

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Podcast

Thinking Critically – Jeff Minaker

Episode Focus: Critical Illness Insurance—This episode provides critical information with expert insights from Jeff Minaker, Account Executive from Empire Life. A great chat on personal finance, as Jeff explains the strategic importance of this coverage. – 🚀 Elevate your financial knowledge and make informed decisions for you and your family. – 📈 Learn why Critical […]

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Podcast

Part 2 of 1 in 4 People – What You Need To Know About Disability Insurance with Jamie Kendrick of RBC Disability Insurance

In part 2 of this podcast on disability insurance we delve deeper into the different components and reasons for disability insurance. Jamie Kenrick of RBC insurance and Ben continue their discussion and shed some light on this important product. 

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Contact Us

5950 Tecumseh Road East, Windsor, ON, N8T 1E3Telephone. (226) 221 9422Fax. (519) 915 1193