Failing to plan, is planning to fail. Instead, let’s plan for your long-term sustainable financial success! What can be more important?
~ Joanne David BA CFP FCSI
Certified Financial Planner
Mobile Services. Call Now. 780.718.7117. (or use email form below)
Providing financial & insurance planning, trust services, pension annuities, life insurance, critical illness, disability, private health services plans, income tax filings, and cash flow consulting. Joanne can help find money in your budget and get you on track!
Contact for Consulting, Income Tax, Insurance:
Joanne David BA CFP FCSI
Joanne David Financial
Canadian Financial Strategies, Inc.
Toll Free: 800.970.7740
Cell: 780.718.7117
Office: 780.669.1590
Fax: 780.669.7067
Contact for Investments and mutual fund products:
Providing mutual funds & related products through:
Keybase Financial Group Inc.
Office: 780.669.1590
Fax: 780.669.7067
Mailing Address:
Joanne David BA CFP FCSI
Canadian Financial Strategies, Inc.
Keybase Financial Group
36577, 5970 Mullen Way
Edmonton, AB T6R 0S4
I joined Keybase Financial Group because they believe that most clients are better served by seeking quality advice from independent Financial Advisor professionals. We are fiercely independent, not owned by any big institution, bank or insurance company. We stand on the side of our clients, offering a wide spectrum of products, superior choice and independent advice.
~ Joanne David BA CFP FCSI
Certified Financial Planner
Please fill in the details below to contact Joanne David BA CFP FCSI Certified Financial Planner:
The information contained in blog or article posts are derived from various sources, including the Canada Revenue Agency (CRA). Any data provided is for illustration purposes only. Any information relating to the discussion of taxation issues is considered to be only general in nature. Clients should seek a qualified tax professional to discuss their specific tax requirements. The opinions, estimates and projections contained in the publication are those of the Financial Advisor and not that of Keybase Financial Group. Keybase Financial Group Inc. makes no representation or warranty, express or implied, in respect therein and accepts no liability whatsoever for any loss arising from any use of or reliance on the reports or its contents. The provisions of this publication are not to be constructed as an offer to sell, or a solicitation for, or an offer to buy any securities. Keybase Financial Group Inc. is a member of the Mutual Fund Dealers Association of Canada and the MFDA Investor Protection Corporation (the ‘IPC’).’
Joanne David BA CFP FCSI
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Joanne David CFP FCSI
