Joanne David Financial Ba Cfp Fcsi

Independent Financial Planner, Investment & Insurance Advisor. Ask me for an independent portfolio review.

I am a Certified Financial Planner (CFP) and hold the Fellow of CSI (FCSI), the highest distinction in the financial industry. I am here to serve. I work on a fee-based system; that means I hold out to high standards and work for you--to save you fees and improve your bottom line.

If you think you qualify, please read more about my services at www. JoanneDavid.com.

Mutual funds and savings products offered through Keybase Financial Group, and independent mutual fund dealership serving high net worth Canadians. Estate planning and insured investments offered through Canadian Financial Strategies, Inc. www. JoanneDavid.com