Investment Planning

“Working with Jordan has made financial planning something I no longer have to stress about. He takes the time to really understand my goals and tailors conversations to include as much or as little detail as I want. His ability to speak plain English about things that otherwise feel overwhelming is one of the many reasons I truly appreciate working with him.

At Davlyn, I’ve never felt like just an account number, and Jordan and the team are always willing to go the extra mile. Couldn’t be happier with my choice and would highly recommend them to anyone.”

– Matt H, Kitchener

“I have trusted the folks at Davlyn Financial for over 10 years. While riding through the ups and downs of the markets over the years, the advisors at Davlyn have been very responsive to my needs and have kept me well informed. I particularly like that I have regularly scheduled meetings for review of my portfolio, and recommendations of where I should be looking.

Regardless of the market performance, it’s nice to be ‘in the know’ of what is happening.”

– Richard F., Kitchener

“Choosing a financial advisor is a stressful task.  Jordan was recommended to me by a trusted friend who is also a financial advisor.   I am very glad that she recommended such a thoughtful, knowledgeable advisor.  Jordan goes above and beyond to clearly answer my questions and made me feel comfortable in transitioning into retirement.  Even though we have had to manage this through a pandemic, Jordan has always been available when I have questions or need additional direction.  I appreciate his professionalism and as an added bonus Jordan is a really nice guy.”

– Tammara, Cambridge

“There are several reasons that I appreciate David at Davlyn Financial, one is I trust that he has my best interests in mind when we are discussing plans. Another is the frequency that we are in contact about tailoring my investment plans. Lastly, the education that I have received about financial and estate planning have been second to none. I have been with David for 20+ years and many market changes, I have always felt confident that we are making the best decisions for me. “

– Laura Brown, K-W area

“Finding a financial adviser that you trust is not an easy task.  Prior to meeting Jordan and engaging with Davlyn Financial Services, we had interviewed a number of “prospective candidates.”  It was important to me that the individual we worked with would work with our goals, our risk tolerance levels and put together a plan that will enable us to hit our long term goals, without sacrificing too much of our lifestyle.

Jordan is very knowledgeable, he is very supportive and well prepared for all of our meetings.”

– Amanda Iuvinale and Richard Parker, Brantford

“I have Known David Reeve since 2006.
Over the years I have come to rely on David’s professional advise to help steer me through the ups and downs of the market.
David always takes the time to listen to my concerns and offers a number of options to help me achieve my financial goals.
David’s caring, personal touch is a such a great change, and gives me confidence in my investing decisions.
I would strongly recommend David to anyone wishing to start investing in their future.”

– Robert Mercer, Cambridge 

“Working with Jordan made planning for our future incredibly easy. The language that he used to explain things to us made everything accessible and understandable. He was very relatable, funny and importantly to us, was very accommodating for our busy schedules. Finally, he always has time to answer all of our questions. We are glad to have been recommended to Jordan.”

– Melissa & Scott, Cambridge

“I have been working with Jordan for a number of years and one of the biggest things that is important to me from the beginning is trust! I met with Jordan a number of times prior to making the decision of taking a rather large sum of money and moving into Davlyn Financial. Jordan is very specific and very knowledgeable when it comes to finances and investing. I sleep very well every night knowing someday my financial retirement plan will be structured properly and have the right amount of money in order to live the lifestyle we have chosen.

I would highly recommend Jordan, he takes the time to understand your needs and goals as well as the proper planning that goes into each and every meeting we have had over the years.

I even have my Daughter’s full investment and savings locked in with Jordan. A friend for life. “

– John Pelerine, Cambridge

“Thank you kindly for your guidance in our financial and insurance matters. Meeting with you three or four times over the course of the year keeps us updated, confident and well organized. Having a great return on our investment was a bonus.“

– Allan M., Kitchener

“I knew Jordan before he became a financial advisor and have always found him to be of high moral caliber.  I feel very comfortable having him as my advisor as his advice is never pushy and I know he has my best interest at heart.  On top of being a great advisor, he is an even better person.”

– J Hubert, Cambridge

“I have very little understanding of the financial world, so I really appreciate David’s clear explanations and easily understandable information about the investment opportunities that he recommends. More importantly, David also respects my ethical perspective regarding investments in particular funds, and he works hard to find workable solutions that will still provide healthy returns.”

– Lauri, St. Clements, ON

“Ever since my first meeting, I have found Jordan extremely considerate and thorough.

Jordan will take notes during the meeting and follow up exactly as discussed.

When you have a question, Jordan tries hard to make sure you fully understand the answer.

I would happily recommend Jordan.”

– R Van Dam, CPA, CA, Cambridge

“David Reeve and I have done business together in the financial and insurance market for nearly 15 years. In this time as my agent he has always been available to answer all my questions with expertise.

I have and continue to recommend David to anyone who might be looking for a financial advisor. I am getting close to retirement so my needs are changing. He has put my money in an instrument that has removed most, if not all the risk of losing capital and the interest is fixed until I draw down at retirement.”

– Len B., Kitchener

“As an accountant, many people might assume that I have a great understanding of my personal finances, investing and estate planning. The truth is, I didn’t until I started working with Jordan and Davlyn Financial. These are things I stress the importance of to all my clients but, like most people, I honestly had no interest in it myself. Jordan has been an amazing resource and almost like a coach. Before we make any decision he takes the time to educate and explain the options, the pros and cons.  Once we make a decision, he constantly follows up and makes meetings to make sure that we are on track to achieve my goals and that our plan is still working for me.

Anyone who thinks that this stuff is complicated, well it is, but it doesn’t have to be for you. Jordan has made the whole process very simple and effortless and the comfort I get from knowing I have him in my corner is priceless. I have and will continue to recommend both Jordan and Davlyn to all my friends, family and clients as I have the utmost faith and trust in their ability to not only serve but also to help coach, guide and teach me along the way.”

– Brad Thompson, CPA, CGA, Woodstock

– Kyle Zelazny, Chief Operating Officer YES Acquisitions Inc, Port Moody, British Columbia