Transparency & Trust
Verify Joanne's credentials
Verify Joanne's credentials
independently.
Here's where you can verify everything directly — no middleman, no marketing. Just the registries.
Here's where you can verify everything directly — no middleman, no marketing. Just the registries.
Joanne is registered under Joanne David Financial. CRA maintains a list of authorized representatives and EFILE filers. You can contact CRA directly to confirm Joanne's authorization.
Visit CRAOnly the top 3% of financial advisors in Canada earn this distinction. You can search Joanne's name directly in the CSI designee directory.
Verify Joanne's FCSI at CSIThe CFP designation is issued by FP Canada, the national professional body for financial planners. Search Joanne's name and certificate of standing in their planner directory.
Verify Joanne's CFP at FP CanadaThe ASC regulates securities advisors in Alberta. You can call or email them to confirm Joanne's registrations and standing.
Visit ASCThe CSA's National Registration Search tool confirms registrations for advisors across all Canadian provinces and territories.
Search CSA RegistryCIRO regulates investment dealers and advisors across Canada. Their online search confirms Joanne's registration and shows her record is clean.
Check Joanne's CIRO recordThe Alberta Insurance Council maintains a searchable online database of licensed insurance advisors. Search Joanne David or Canadian Financial Strategies, Inc. by name.
Search AIC DatabaseKeybase Financial Group is Joanne's compliance back office. Mutual Funds are offered through Keybase Financial Group Inc., Member CIRO.
Visit KeybaseAmong other activities, Joanne operates various low-fee tax filing clinics every Tuesday at seniors residences across Edmonton. She is also listed on several fee-only advisor directories and is searchable on Google. Joanne belongs to additional professional associations as well.
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