Len Davis, Financial Planner in Saint John – Not Your Average Planner
Len Davis is a financial 
planner who has been working and living in the Saint John area for a number of years now. His office is in neighbouring Rothesay, New Brunswick and his professional clients can be found from Halifax to Ontario.
Len Davis Is Not Your Average Financial Planner
When we talked to Mr. Davis, we discovered that he does not offer the pat answers that the average financial planner offers when you walk into their office. He’s not the type that asks one question about risk tolerance then offers one of his company’s limited basket of mutual funds to match your answer.
Average financial planners will typically offer life insurance and disability insurance, etc. but little in the way of investing that is not at the mercy of the financial markets…and we all know how that worked for those who had planned to retire between 2008 and 2012. We have spoken to many of them over the past few years who had to adjust their retirement date five years later to make up for the 2008 crisis in the financial markets.
Unfortunately, much of the industry operates in this way.
A Saint John Financial Planner With Perspective
Len Davis does it differently, offering true financial planning options for the people of Saint John and the surrounding area. One of the reasons why he has the confidence to offer something a bit different in his practice is the fact that he is a certified accountant, a CFP (Certified Financial Planner), CH.F.C. (Chartered Financial Consultant), and CLU (Chartered Life Underwriter) combined. He has been involved in many levels of the industry, including his position as the New Brunswick president of The Financial Planners Association of Canada.
His varied training gives him the ability to look at the big picture and help his clients make decisions based on looking at their finances from a variety of different disciplines. In speaking with Mr. Davis, however, we believe the real reason that he has educated himself in so many areas (and offers more than what average financial planners offer) is that he truly wants to see his clients succeed. The limitations and questionable efficacy of offering only a few mutual funds just won’t allow that to happen. It’s his customer service and his desire to see true wealth creation and wealth protection for his clients’ assets that seems to drive him.
If you are a professional or businessperson or someone with a bit of money to invest, the Saint John financial planner you need to talk with is Len Davis. If you don’t use his services, at least you’ll come out of it with more knowledge…and when it comes to financial planning, whether in Saint John or elsewhere, knowledge is the true asset that will allow you to grow true wealth.
For More information re: Saint John Financial Planner Len Davis: call his office at 506-847-8633
Paul Rodman has written 34 articles on EpostMedia.
