Positive Reviews: Customers have praised Blackburn Davis Financial Inc for their personalized wealth management and retirement planning services, emphasizing their focus on efficiency and transparency. Clients appreciate the holistic approach taken by the company, which considers various financial aspects such as saving, spending, tax planning, and retirement. The team at Blackburn Davis is known for their professionalism, knowledge, and exceptional customer service, providing clear and helpful information to assist clients in achieving their financial goals. With over 50 years of experience in the industry, Blackburn Davis Financial Inc has earned the trust and loyalty of many satisfied clients. Unique Facts: 1. Blackburn Davis Financial Inc began as an insurance agency in the 1960s before transitioning to wealth management and retirement planning services. 2. The company operates primarily in Western Canada, with a focus on Edmonton, Calgary, and Vancouver. 3. Blackburn Davis Financial Inc refers clients to discretionary portfolio managers as their primary investment option, allowing them to advise on over $500M worth of assets. Business Specialty: Blackburn Davis Financial Inc specializes in providing personalized wealth management and retirement planning services to clients in Western Canada. They offer advice on estate planning, risk management, and coordinate all aspects of unlocking equity for retirement, ensuring a comprehensive approach to financial planning. By delegating investment management to discretionary portfolio managers, Blackburn Davis Financial Inc is able to focus on delivering customized solutions tailored to each client's unique financial needs.