Independent Approach

Joanne David is an independent Certified Financial Planner (CFP) based in Edmonton, Alberta Canada. Her financial planning clients include business owners, engineers, professionals, and other hard working individuals. Being independent means that Joanne can provide a wide range of financial services from different competing companies, and help you select the best investments.

Joanne provides client-focused service that help clients achieve their personal vision and solutions for achieving their long-term retirement vision and the financial freedom that comes with it. In fact, it is not all about results, it is also about the sense of freedom that is achieved with proper planning!

To best serve her clients, Joanne holds the Certified Financial Planner (CFP) designation and has been awarded the and the prestigious Fellow of CSI® (FCSI) distinction. The FCSI is the highest honour and most senior credential in Canadian financial services.

In her practice, Joanne operates with an integrated financial planning perspective that looks at all aspects of your financial situation. This ensures maximization of family retirement savings and pensions, long-term taxation reduction strategies, financial planning strategies, health & risk management, and wealth protection. An integrated practice means that Joanne can review your situation and rearrange where necessary to best save taxation, build and protect wealth for the long-term horizon in mind.

Joanne is truly all about creating retirement reality and peace of mind for clients: through developing long-term vision and financial planned strategies, and monitoring of that plan. But the bottom line to reach your goals involves being inspired with prosperity so as to help others.

Of particular interest are inspirations dealing with legacy giving. Whether you are already there, or strive to be there, trust that once you achieve a certain level of financial success, your thoughts will turn to your legacy. Taking inventory is a natural part of our lives, and it includes financial inventory and allocations to best help others.

Joanne has served the financial planning industry in Edmonton since 2001, and has previously worked in the financial services industry for over 25 years including in Vancouver, BC. Read further for a more personal view of Joanne’s interests.

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. Joanne is also current President of Canadian Financial Strategies, Inc., an insurance brokerage company offering life insurance protection and insured investments. Joanne is additionally Director of HealthSAVE, Inc., a Private Health Services Plan designed for Canadian smart business owners with the goal to save Canadian taxation and health costs (often exceeding 50% of health costs).

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

Joanne offers a no-obligation financial portfolio analysis and overall financial review, in order to determine areas of strengths and weaknesses in their current financial situation. Please introduce yourself to Joanne by email and request an introductory meeting. You will not be disappointed with her value-added advice, caringness, and energy!