David Davies, CCS - Sun Life Financial Advisor

David has been great setting me set up with my investments. He has super helpful throughout the whole process and is a friendly guy. If you have any questions or issues he is always willing to get you an answer or put in the effort to get you an answer if you have a more complicated question or situation. I would highly recommend him especially if you're new to the whole investment thing.

David was very helpful in helping me plan for my future. Not only did he asses my current and future needs but he also explained everything in a way I could understand. I will definitely be recommending him to all of my friends and family!

Dave is as knowledgeable as he is reliable. It was refreshing to work with an adviser that was as passionate and energetic as he was. He made retirement planning easy! Thanks Dave.

Approaching David for his guidance and expertise regarding our finances was the best decision for us. David, you demonstrated the utmost competence and provided stellar customer service. Thank you for all your hard work and dedication with all our financial needs!

Isabella & Steve

David's passion to help people is undeniable. My wife and I approached him with complex financial needs and he was very diligent in providing us with the best solutions. His continued service is excellent and provides us with peace of mind knowing our financial future is taken care of. Keep up the great work!