Being independent means that we can provide a wide range of financial services from different competing financial and insurance companies, and can thus help you select the most appropriate investments.
Major Bank Investment Brands
BMO Asset Management Inc.
CIBC Asset Management Inc.
RBC Global Asset Management
TD Asset Management
Investment or Specialty Investment
AGF Management Limited
CI Investments Inc.
Fidelity Investments Canada
Franklin Templeton Investments Corp
Front Street Capital
Invesco Canada Ltd.
Mackenzie Financial Corporation
OceanRock Investments Inc.
Third Party Trust Companies
B2B Bank
Canadian Western Bank
National Bank
Keybase Financial Group
Insurance Companies
BMO Life Insurance
Canada Protection Plan
Equitable Life
Industrial Alliance Insurance & Financial Services
Manulife Insurance
RBC Life Insurance
Sunwise
There are hundreds of financial service companies in our Canadian marketplace. Thus, the financial and insurance companies that we can potentially deal with are not limited to the above list.
By remaining independent focused in investment selections, Joanne’s clients receive a wide variety of industry choice, including the best products suitable for individual needs.
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. Life insurance and insured retirement products are offered through insurance brokerage dealer Canadian Financial Strategies, Inc..
For a no-obligation financial portfolio analysis and overall financial review, please contact Joanne David CFP FCSI to request an introductory conversation. We can change your bottom line.
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
