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Joanne David CFP FCSI

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Joanne David CFP FCSI

Fee-only financial and tax planning for professionals, women, engineers, and business owners.

Edmonton-based, focused on serving clients across British Columbia, Alberta, and Saskatchewan, and Canadians worldwide.

Service Areas

Financial Planning
Retirement Planning
Investment Planning
Estate Planning
Tax Preparation
Disability Tax Credit
Insurance

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Who We Serve

Approaching Retirement
Small Business Owners
Incorporated Business Owners
Engineers & Oil Patch Workers
Construction & Trades Workers
Professionals
Women
Women & Inheritance
LGBT+
Caregivers (DTC)
Canadians Retiring Abroad

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© 2026 Joanne David Financial. All rights reserved. Edmonton, Alberta, Canada

Mutual Funds & Exempt Market products only provided through Keybase Financial Group Inc.

Mutual Funds offered through Keybase Financial Group Inc. Life Insurance and Insured Investments offered through Canadian Financial Strategies, Inc. Tax Preparation offered through Joanne David Financial. The information on this site is for general purposes only and does not constitute financial, tax, or legal advice. Please consult a qualified professional for advice specific to your situation. Joanne David BA CFP FCSI is registered with Keybase Financial Group Inc., Member of CIRO.