About Us
At Davies Financial – Sterling Mutuals, our mission is to empower you to thrive financially. We use a practical approach to simplify investment and insurance, helping you toward financial success. Whether you’re just starting out, planning for retirement, or looking to optimize your finances, we are dedicated to helping you achieve your financial goals.
Our comprehensive services include cash flow management, savings strategies, retirement planning, and estate planning. If you need assistance in any of these areas, don’t hesitate to reach out to us.
Solutions We Provide:
Life & Health Insurance
GIC’s
RESP (Registered Education Savings Plan)
LIRA, LIF’s
Mutual Funds
RRSP, RRIF, TFSA
RDSP (Registered Disability Savings Plan)
Pension transfers
About Ben
Since 2007, Ben has been a dedicated professional in the financial services industry, driven by a passion for helping clients achieve their financial goals. Based in Windsor, Ontario, Ben brings over 17 years of experience to the table, offering a fresh perspective on savings, investing, and financial planning. In an industry where the average age of a financial advisor exceeds 55, Ben’s younger perspective combined with his extensive experience sets him apart. Clients who work with Ben benefit from his genuine care and commitment to managing their finances effectively.
Discover how Ben’s expertise can help you and your family navigate the complexities of financial planning. Contact Ben today to start your journey toward financial success.