Our Financial Investment Partners

by Joanne David CFP FCSI Share 'Our Financial Investment Partners' on Facebook Share 'Our Financial Investment Partners' on LinkedIn Share 'Our Financial Investment Partners' on Twitter Share 'Our Financial Investment Partners' on Gmail Share 'Our Financial Investment Partners' on Print Friendly

Being independent means that we can provide a wide range of financial services from different competing financial and insurance companies, and can thus help you select the most appropriate investments.

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

Major Bank Investment Brands
BMO Asset Management Inc.
CIBC Asset Management Inc.
RBC Global Asset Management
TD Asset Management

Investment or Specialty Investment
AGF Management Limited
CI Investments Inc.
Fidelity Investments Canada
Franklin Templeton Investments Corp
Front Street Capital
Invesco Canada Ltd.
Mackenzie Financial Corporation
OceanRock Investments Inc.

Third Party Trust Companies
B2B Bank
Canadian Western Bank
National Bank
Keybase Financial Group

Insurance Companies
BMO Life Insurance
Canada Protection Plan
Equitable Life
Industrial Alliance Insurance & Financial Services
Manulife Insurance
RBC Life Insurance
Sunwise

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There are hundreds of financial service companies in our Canadian marketplace. Thus, the financial and insurance companies that we can potentially deal with are not limited to the above list.

By remaining independent focused in investment selections, Joanne’s clients receive a wide variety of industry choice, including the best products suitable for individual needs.

Mutual funds and other investments offered by major Canadian banks and investment firms are offered by Joanne through independent mutual fund dealer Keybase Financial Group. Life insurance and insured retirement products are offered through insurance brokerage dealer Canadian Financial Strategies, Inc..

For a no-obligation financial portfolio analysis and overall financial review, please contact Joanne David CFP FCSI to request an introductory conversation. We can change your bottom line.

by Joanne David CFP FCSI Share 'Our Financial Investment Partners' on Facebook Share 'Our Financial Investment Partners' on LinkedIn Share 'Our Financial Investment Partners' on Twitter Share 'Our Financial Investment Partners' on Gmail Share 'Our Financial Investment Partners' on Print Friendly by Joanne David CFP FCSI Certified Financial Planner
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