Disability Tax Refund Review Offer: Disability, Caregiver, and Aging Parents

Tax Credit Review.  See if you qualify for $15,000 or more!  Many people do not realize they may qualify for federal and provincial tax credits.

Obtain Your Portfolio Analysis and Financial Review

Set a no obligation, complimentary portfolio analysis and financial review with Joanne David BA CFP FCSI.

Book a No Obligation Appointment TodayMake an Appointment Now Joanne David BA CFP FCSI financial planning and insurance solutions.     Joanne David BA CFP FCSI financial planning and insurance solutions.

Life Insurance and Insured Investments are offered through Canadian Financial Strategies, Inc.

Offering insured investments, term and permanent life insurance, annuities, health & dental, private health services plans.  Have you sheltered all available investments?   What are you worth to your family and loved ones?

Book an Insured Investment or Life Insurance Review

Mutual Funds offered through Keybase Financial Group

We take an independent, integrated financial planning approach to your long-term financial needs. Our solutions include financial & tax planning, mutual fund investments, GICs, and bank products.

Book a No Obligation Appointment TodayBook Your No Obligation Financial and Portfolio Review

Joanne David CFP FCSI Joanne David CFP FCSI

MFDA

www.MFDA.ca

We can help you achieve the life you perceive.

Set a no obligation financial planning and portfolio analysis with Joanne David CFP FCSI. Review your bottom line today.

Joanne David CFP FCSI financial planning and insurance solutions.     Joanne David CFP FCSI financial planning and insurance solutions.

Joanne David CFP FCSI Financial Planning and Insurance Strategies When a spouse dies Joanne David CFP FCSI Financial Planning and Insurance Strategies
A successful financial plan starts with a family budget of income & spending

Set a no obligation family financial budgeting analysis with Joanne David CFP FCSI. Review your bottom line today.

Joanne David CFP FCSI financial planning and insurance solutions.     Joanne David CFP FCSI financial planning and insurance solutions.

Joanne David CFP FCSI Financial Planning and Insurance Strategies When a spouse dies
We are are here for you when you experience a loss of a loved one.
Joanne David CFP FCSI Financial Planning and Insurance Strategies When a spouse dies

Set a no obligation will and estate planning analysis with Joanne David CFP FCSI. Review your bottom line today.

Joanne David CFP FCSI financial planning and insurance solutions.     Joanne David CFP FCSI financial planning and insurance solutions.

Joanne David CFP FCSI Financial Planning and Insurance Strategies When a spouse dies Joanne David CFP FCSI Financial Planning and Insurance Strategies When a spouse dies
Financial Gardening
Estate Planning may be the most important thing you ever do.
Joanne David CFP FCSI Estate Planning Strategies

Set a no obligation will and estate planning analysis with Joanne David CFP FCSI. Review your bottom line today.

Joanne David CFP FCSI financial planning and insurance solutions.     Joanne David CFP FCSI financial planning and insurance solutions.


Joanne David CFP FCSI Estate Planning Strategies Joanne David CFP FCSI Estate Planning Strategies

Book an Appointment with Joanne

 

Failing to plan, is planning to fail. Instead, let’s plan for your long-term sustainable financial success! What can be more important?

 

~ Joanne David BA CFP FCSI
Joanne David BA CFP FCSI financial planning and insurance solutions.Joanne David BA CFP FCSI Certified Financial Planner Keybase Financial Group Edmonton, Alberta Canada

   Certified Financial Planner

Mobile Services. Call Now. 780.718.7117. (or use email form below)

Providing financial & insurance planning, trust services, pension annuities, life insurance, critical illness, disability, private health services plans, income tax filings, and cash flow consulting. Joanne can help find money in your budget and get you on track!

Contact for Consulting, Income Tax, Insurance:
Joanne David BA CFP FCSI
Joanne David Financial
Canadian Financial Strategies, Inc.
Toll Free: 800.970.7740
Cell: 780.718.7117
Office: 780.669.1590
Fax: 780.669.7067

Contact for Investments and mutual fund products:
Providing mutual funds & related products through:
Keybase Financial Group Inc.
Office: 780.669.1590
Fax: 780.669.7067

Mailing Address:
Joanne David BA CFP FCSI
Canadian Financial Strategies, Inc.
Keybase Financial Group
36577, 5970 Mullen Way
Edmonton, AB T6R 0S4

 

I joined Keybase Financial Group because they believe that most clients are better served by seeking quality advice from independent Financial Advisor professionals. We are fiercely independent, not owned by any big institution, bank or insurance company. We stand on the side of our clients, offering a wide spectrum of products, superior choice and independent advice.

 

~ Joanne David BA CFP FCSI
Joanne David BA CFP FCSI financial planning and insurance solutions.Joanne David BA CFP FCSI Certified Financial Planner Keybase Financial Group Edmonton, Alberta Canada

   Certified Financial Planner

Please fill in the details below to contact Joanne David BA CFP FCSI Certified Financial Planner:

* indicates required field

Please contact Joanne David for an appointment to talk about your needs.   Book an Appointment Now.

 


The information contained in blog or article posts are derived from various sources, including the Canada Revenue Agency (CRA). Any data provided is for illustration purposes only. Any information relating to the discussion of taxation issues is considered to be only general in nature. Clients should seek a qualified tax professional to discuss their specific tax requirements. The opinions, estimates and projections contained in the publication are those of the Financial Advisor and not that of Keybase Financial Group. Keybase Financial Group Inc. makes no representation or warranty, express or implied, in respect therein and accepts no liability whatsoever for any loss arising from any use of or reliance on the reports or its contents. The provisions of this publication are not to be constructed as an offer to sell, or a solicitation for, or an offer to buy any securities. Keybase Financial Group Inc. is a member of the Mutual Fund Dealers Association of Canada and the MFDA Investor Protection Corporation (the ‘IPC’).’