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