Blackburn Davis Financial Inc
70Good7345 Roper Rd NW, Edmonton, AB T6B 3K9, Canada
About
Blackburn Davis Financial is a financial planning firm in Edmonton, Alberta that offers personalized retirement planning, wealth management, estate planning, and risk management services.
Senior Care Path Summary
Blackburn Davis Financial helps clients navigate their finances to enjoy a successful retirement. The team offers retirement planning, estate planning, financial planning, and risk management, coordinating with your legal and tax advisors. They explain complex topics in plain language so clients understand their options and feel confident in their decisions.
All advisors hold the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations. Some are also Chartered Life Underwriters (CLU) and Trust and Estate Practitioners (TEP). They offer flexible meeting options: in person at their Edmonton office, by phone at 780-490-4200, or via Zoom or Microsoft Teams.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Clients planning retirement and wealth management
- Families coordinating retirement, estate, and tax planning
- Individuals seeking transparent, jargon-free financial advice
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google4.8
31 Google reviews
Most recent reviews
Chris Graham
5 years ago · via Google
We’ve been with Blackburn Davis for the past three years, and have been very pleased with the results and our overall experience so far. Stephen understands our financial position very well and seems to identify with our goals better than other planners/advisers that we’ve had in the past. I agree with their dividend growth investment philosophy and feel that our investment portfolio is in very good hands. I also appreciate that they periodically host educational sessions in the form of “Client Appreciation Events” that serve to remind that BDF is always on the look out for their clients best interests. I would not hesitate to recommend Blackburn Davis Financial to anybody I know.
Dave Pfeiffer
7 years ago · via Google
We have been with Blackburn Davis Financial for over 8 years now. We have had nothing but a positive experience all the way through. During the market ups and downs, Stephen MacDonald has always been there to help me understand the market trends. We have done very well with Blackburn Davis and highly recommend their expertise. Their passion to help people build a financial plan and to prepare for their future has given us a great relief of stress in our retirement plans. Onward to financial success and a great retirement!
Ursula Bachman
7 years ago · via Google
We have dealt with Blackburn Davis Financial for almost 13 years and have been very happy. John and Stephen who we have worked closely with, listen to their clients, access their needs for the future and provide recommendations based on sound investment principals. They provide you with a plan that answers the question, "will I have enough when I retire?' As the world changes, and you have the highs and lows in the markets, the financial managers Blackburn Davis Financial deals with have a sound investment strategy and work hard at ensuring that your investments continue to due better than the status quo. They are always available to answer all your questions and work hard at keeping you not only informed, but also to ensure that as things change in your life they continue to review and update your plan so that you can retire stress free.
Summary of Google Reviews
Summarized by Senior Care Path from Blackburn Davis Financial Inc's Google rating and recent reviews. Confirm specifics with the provider.
Blackburn Davis Financial Inc holds an excellent 4.8-star rating across 31 Google reviews. Recent reviewers most often highlight engaging activities and social life.
Most common praise
- Engaging activities and social life
Services
Licenses & Registrations
- Certified Financial Planner (CFP)
- Chartered Investment Manager (CIM)
- Chartered Life Underwriter (CLU)
- Trust and Estate Practitioner (TEP)
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
- English
Location
7345 Roper Rd NW, Edmonton, AB T6B 3K9, Canada
Also serves
- Edmonton, Alberta
- Western Canada