Our Services

What to Expect from Davlyn Financial Services

Range Of Advice
We aim to be our client’s core financial resource. Our advisors can provide advice on a number of topics. We also have a network of professionals who can assist us in areas such as taxation or estate planning. This allows us to better provide a wide range of services.

Investment Philosophy
We look at each client’s risk tolerance and develop a suitable investment approach that’s tailored to their goals and objectives. We generally look for opportunities to maximize long-term growth while minimizing potential risk. Portfolios may be rebalanced periodically to reflect changes in a client’s financial status, and situations involving specific products or the economy.

Investment Alternatives
We are an independent firm of professionally qualified financial advisors. We do not represent any single bank, trust company, life insurance or investment firm. This gives us the freedom to bring the best financial products from the entire marketplace to our clients that best serve the unique needs of each individual.

Service Standards
All clients will receive on-going advice and regular review meetings. Consolidated regular statements and an informative newsletter will be sent via regular mail or email. Client inquiries or problems will be dealt with in a friendly and efficient manner by our support team.

Back-Office Support
We are part of the individual financial network of 10C Financial Inc. Through the use of advanced technology, Davlyn simplifies the trading process without compromising adherence to strict regulatory compliance.

Products and Services

We provide a broad range of planning services to meet the diverse needs of our clients.

Financial Planning
Retirement Planning
Asset Allocation
Portfolio Rebalancing
Group Benefits
Elder Care Issues

Investment Planning
Estate Planning
Tax Planning and Preparation
Portfolio Analysis
Insurance needs Analysis
Severance package Consultation