[et_pb_section fb_built=”1″ _builder_version=”4.20.0″ _module_preset=”default” use_background_color_gradient=”on” background_color_gradient_stops=”rgba(3,143,178,0.37) 0%|rgba(3,143,178,0.37) 100%” background_color_gradient_overlays_image=”on” background_image=”https:\/\/davlynfinancial.com\/wp-content\/uploads\/2023\/03\/Davlyn-22_edited-1-1024×683.jpg” height=”575px” global_colors_info=”{}”][et_pb_row _builder_version=”4.20.0″ _module_preset=”default” custom_margin=”183px|auto|75px|auto|false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.20.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.20.0″ _module_preset=”default” header_font=”|600|||||||” header_text_color=”#FFFFFF” header_font_size=”55px” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.4″ _module_preset=”default” background_color=”rgba(234,234,234,0.48)” min_height=”200px” global_colors_info=”{}”][et_pb_row _builder_version=”4.19.4″ _module_preset=”default” width=”100%” max_width=”85%” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.20.0″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n
Retirement is a new chapter in your life that requires a different approach to financial planning. At Davlyn Financial,\u00a0 we understand that effective financial planning is still critical to ensuring a comfortable and secure retirement. We can help you navigate the complexities of retirement income planning, maximize your retirement savings, and create a personalized plan that aligns with your unique needs and priorities. Whether you plan to travel the world, pursue your hobbies, or simply enjoy your golden years, we can help you achieve the retirement lifestyle you deserve.<\/span><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.20.0″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ make_equal=”on” _builder_version=”4.20.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.20.0″ _module_preset=”default” background_color=”rgba(3,143,178,0.25)” custom_padding=”10px|10px|10px|10px|false|false” border_radii=”on|5px|5px|5px|5px” global_colors_info=”{}”][et_pb_blurb title=”Create Financial Plan” image=”https:\/\/davlynfinancial.com\/wp-content\/uploads\/2023\/03\/Add-a-subheading-9.jpg” _builder_version=”4.20.0″ _module_preset=”default” header_font=”|||on|||||” custom_margin=”||35px|||” global_colors_info=”{}”]<\/p>\n Develop a written plan that combines life goals and financial resources.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n <\/span><\/p>\n<\/div>\n <\/p>\n [\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.20.0″ _module_preset=”default” background_color=”rgba(3,143,178,0.25)” custom_padding=”10px|10px|10px|10px|false|false” border_radii=”on|5px|5px|5px|5px” global_colors_info=”{}”][et_pb_blurb title=”Consolidate Assets” image=”https:\/\/davlynfinancial.com\/wp-content\/uploads\/2023\/03\/Add-a-subheading-10.jpg” _builder_version=”4.20.0″ _module_preset=”default” header_font=”|||on|||||” global_colors_info=”{}”]<\/p>\n Consolidate all income-producing assets with one financial advisor.<\/p>\n [\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.20.0″ _module_preset=”default” background_color=”rgba(3,143,178,0.25)” custom_padding=”10px|10px|10px|10px|false|false” border_radii=”on|5px|5px|5px|5px” global_colors_info=”{}”][et_pb_blurb title=”Layer Income” image=”https:\/\/davlynfinancial.com\/wp-content\/uploads\/2023\/03\/Add-a-subheading-5.jpg” _builder_version=”4.20.0″ _module_preset=”default” header_font=”|||on|||||” global_colors_info=”{}”]<\/p>\n Structure income sources in the most efficient way to maximize benefits.<\/p>\n<\/div>\n<\/div>\n<\/div>\n [\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ make_equal=”on” _builder_version=”4.20.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.20.0″ _module_preset=”default” background_color=”#cae4ec” custom_padding=”10px|10px|10px|10px|false|false” border_radii=”on|5px|5px|5px|5px” global_colors_info=”{}”][et_pb_blurb title=”Maximize Tax Credits” image=”https:\/\/davlynfinancial.com\/wp-content\/uploads\/2023\/03\/Add-a-subheading-6.jpg” _builder_version=”4.20.0″ _module_preset=”default” header_font=”|||on|||||” custom_margin=”||35px|||” global_colors_info=”{}”]<\/p>\n Structure income to preserve valuable tax credits and government benefits. <\/p>\n [\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.20.0″ _module_preset=”default” background_color=”#cae4ec” custom_padding=”10px|10px|10px|10px|false|false” border_radii=”on|5px|5px|5px|5px” global_colors_info=”{}”][et_pb_blurb title=”Invest Wisely” image=”https:\/\/davlynfinancial.com\/wp-content\/uploads\/2023\/03\/Untitled-design-33.jpg” _builder_version=”4.20.0″ _module_preset=”default” header_font=”|||on|||||” global_colors_info=”{}”]<\/p>\n Create efficient cash flow by investing income-producing assets wisely.<\/p>\n <\/span><\/p>\n [\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.20.0″ _module_preset=”default” background_color=”#cae4ec” custom_padding=”10px|10px|10px|10px|false|false” border_radii=”on|5px|5px|5px|5px” global_colors_info=”{}”][et_pb_blurb title=”Mitigate Risk” image=”https:\/\/davlynfinancial.com\/wp-content\/uploads\/2023\/03\/Add-a-subheading-7.jpg” _builder_version=”4.20.0″ _module_preset=”default” header_font=”|||on|||||” global_colors_info=”{}”]<\/p>\n Implement efficient solutions for health-cost risks and wealth transfer strategies.<\/p>\n<\/div>\n<\/div>\n<\/div>\n [\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|on|on” _builder_version=”4.20.0″ _module_preset=”default” background_color=”#038FB2″ background_enable_image=”off” custom_margin=”||||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}” disabled=”on”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_slider _builder_version=”4.20.0″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” custom_padding=”2px||6px|||” global_colors_info=”{}”][et_pb_slide heading=”Testimonials” use_text_overlay=”on” text_overlay_color=”rgba(3,123,150,0.71)” _builder_version=”4.20.0″ _module_preset=”default” header_font=”|||on|||||” header_text_color=”#FED009″ header_font_size=”30px” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n “We have been working with Jordan Gillespie at Davlyn Financial for about three years and we couldn’t be happier with the relationship we have with him. Jordan is always available when we have questions and he recognizes our individual needs to ensure we are making decisions that work for us.<\/p>\n As newer investors, we are grateful to work with someone that will take the time to ensure we understand the savings strategies and overall financial vision for our future.<\/p>\n We are excited about the growth we are seeing and have confidence that Jordan and Davlyn will help us achieve our financial goals for the future.”<\/p>\n – Ashley + Tyler McLean<\/strong><\/p>\n [\/et_pb_slide][et_pb_slide heading=”Testimonials” use_text_overlay=”on” text_overlay_color=”rgba(3,123,150,0.71)” _builder_version=”4.20.0″ _module_preset=”default” header_font=”|||on|||||” header_text_color=”#FED009″ header_font_size=”30px” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n “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.<\/p>\n At Davlyn, I\u2019ve never felt like just an account number, and Jordan and the team are always willing to go the extra mile. Couldn\u2019t be happier with my choice and would highly recommend them to anyone.”<\/p>\n – Matt H, Kitchener<\/strong><\/p>\n [\/et_pb_slide][et_pb_slide heading=”Testimonials” use_text_overlay=”on” text_overlay_color=”rgba(3,123,150,0.71)” _builder_version=”4.20.0″ _module_preset=”default” header_font=”|||on|||||” header_text_color=”#FED009″ header_font_size=”30px” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n “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.<\/p>\n Regardless of the market performance, it\u2019s nice to be \u2018in the know\u2019 of what is happening.”<\/p>\n – Richard F., Kitchener [\/et_pb_slide][et_pb_slide heading=”Testimonials” use_text_overlay=”on” text_overlay_color=”rgba(3,123,150,0.71)” _builder_version=”4.20.0″ _module_preset=”default” header_font=”|||on|||||” header_text_color=”#FED009″ header_font_size=”30px” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n “Choosing a financial advisor is a stressful task.\u00a0 Jordan was recommended to me by a trusted friend who is also a financial advisor. \u00a0 I am very glad that she recommended such a thoughtful, knowledgeable advisor.\u00a0 Jordan goes above and beyond to clearly answer my questions and made me feel comfortable in transitioning into retirement.\u00a0 Even though we have had to manage this through a pandemic, Jordan has always been available when I have questions or need additional direction.\u00a0 I appreciate his professionalism and as an added bonus Jordan is a really nice guy.”<\/span><\/p>\n – Tammara, Cambridge<\/strong> <\/strong><\/p>\n <\/strong><\/p>\n [\/et_pb_slide][et_pb_slide heading=”Testimonials” use_text_overlay=”on” text_overlay_color=”rgba(3,123,150,0.71)” _builder_version=”4.20.0″ _module_preset=”default” header_font=”|||on|||||” header_text_color=”#FED009″ header_font_size=”30px” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n \u201cThere 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. \u201c<\/span><\/p>\n – Laura Brown, K-W area<\/strong><\/p>\n [\/et_pb_slide][et_pb_slide heading=”Testimonials” use_text_overlay=”on” text_overlay_color=”rgba(3,123,150,0.71)” _builder_version=”4.20.0″ _module_preset=”default” header_font=”|||on|||||” header_text_color=”#FED009″ header_font_size=”30px” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n \u201cFinding a financial adviser that you trust is not an easy task.\u00a0 Prior to meeting Jordan and engaging with Davlyn Financial Services, we had interviewed a number of “prospective candidates.”\u00a0 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.<\/p>\n Jordan is very knowledgeable, he is very supportive and well prepared for all of our meetings.\u201d<\/p>\n – Amanda Iuvinale and Richard Parker, Brantford<\/strong><\/p>\n [\/et_pb_slide][et_pb_slide heading=”Testimonials” use_text_overlay=”on” text_overlay_color=”rgba(3,123,150,0.71)” _builder_version=”4.20.0″ _module_preset=”default” header_font=”|||on|||||” header_text_color=”#FED009″ header_font_size=”30px” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n \u201cI have Known David Reeve since 2006.<\/span> – Robert Mercer, Cambridge<\/strong>\u00a0<\/span><\/p>\n [\/et_pb_slide][et_pb_slide heading=”Testimonials” use_text_overlay=”on” text_overlay_color=”rgba(3,123,150,0.71)” _builder_version=”4.20.0″ _module_preset=”default” header_font=”|||on|||||” header_text_color=”#FED009″ header_font_size=”30px” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n \u201cWorking 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.\u201d<\/span><\/p>\n – Melissa & Scott, Cambridge<\/strong><\/p>\n [\/et_pb_slide][et_pb_slide heading=”Testimonials” use_text_overlay=”on” text_overlay_color=”rgba(3,123,150,0.71)” _builder_version=”4.20.0″ _module_preset=”default” header_font=”|||on|||||” header_text_color=”#FED009″ header_font_size=”30px” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n \u201cI 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.<\/p>\n 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.<\/p>\n I even have my Daughter\u2019s full investment and savings locked in with Jordan. A friend for life. \u201c<\/p>\n – John Pelerine, Cambridge<\/strong><\/p>\n [\/et_pb_slide][et_pb_slide heading=”Testimonials” use_text_overlay=”on” text_overlay_color=”rgba(3,123,150,0.71)” _builder_version=”4.20.0″ _module_preset=”default” header_font=”|||on|||||” header_text_color=”#FED009″ header_font_size=”30px” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n \u201cThank 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.<\/span>\u201c<\/p>\n – Allan M., Kitchener<\/strong><\/p>\n [\/et_pb_slide][et_pb_slide heading=”Testimonials” use_text_overlay=”on” text_overlay_color=”rgba(3,123,150,0.71)” _builder_version=”4.20.0″ _module_preset=”default” header_font=”|||on|||||” header_text_color=”#FED009″ header_font_size=”30px” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n \u201cI knew Jordan before he became a financial advisor and have always found him to be of high moral caliber.\u00a0 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.\u00a0 On top of being a great advisor, he is an even better person.\u201d<\/p>\n – J Hubert, Cambridge [\/et_pb_slide][et_pb_slide heading=”Testimonials” use_text_overlay=”on” text_overlay_color=”rgba(3,123,150,0.71)” _builder_version=”4.20.0″ _module_preset=”default” header_font=”|||on|||||” header_text_color=”#FED009″ header_font_size=”30px” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n “I have very little understanding of the financial world, so I really appreciate David\u2019s 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.”<\/span><\/p>\n – Lauri, St. Clements, ON<\/p>\n <\/strong><\/p>\n [\/et_pb_slide][et_pb_slide heading=”Testimonials” use_text_overlay=”on” text_overlay_color=”rgba(3,123,150,0.71)” _builder_version=”4.20.0″ _module_preset=”default” header_font=”|||on|||||” header_text_color=”#FED009″ header_font_size=”30px” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n \u201cEver since my first meeting, I have found Jordan extremely considerate and thorough.<\/p>\n Jordan will take notes during the meeting and follow up exactly as discussed.<\/p>\n When you have a question, Jordan tries hard to make sure you fully understand the answer.<\/p>\n I would happily recommend Jordan.\u201d<\/p>\n – R Van Dam, CPA, CA, Cambridge <\/p>\n [\/et_pb_slide][et_pb_slide heading=”Testimonials” use_text_overlay=”on” text_overlay_color=”rgba(3,123,150,0.71)” _builder_version=”4.20.0″ _module_preset=”default” header_font=”|||on|||||” header_text_color=”#FED009″ header_font_size=”30px” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n “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.<\/p>\n 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.”<\/p>\n – Len B., Kitchener<\/strong><\/p>\n [\/et_pb_slide][et_pb_slide heading=”Testimonials” use_text_overlay=”on” text_overlay_color=”rgba(3,123,150,0.71)” _builder_version=”4.20.0″ _module_preset=”default” header_font=”|||on|||||” header_text_color=”#FED009″ header_font_size=”30px” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n \u201cAs 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.\u00a0 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.<\/p>\n 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.\u201d<\/p>\n – Brad Thompson, CPA, CGA, Woodstock<\/strong><\/p>\n [\/et_pb_slide][et_pb_slide heading=”Testimonials” use_text_overlay=”on” text_overlay_color=”rgba(3,123,150,0.71)” _builder_version=”4.20.0″ _module_preset=”default” header_font=”|||on|||||” header_text_color=”#FED009″ header_font_size=”30px” global_colors_info=”{}” sticky_transition=”on”]Retirement Income Planning<\/h2>\n
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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.<\/span>
David always takes the time to listen to my concerns and offers a number of options to help me achieve my financial goals.<\/span>
David’s caring, personal touch is a such a great change, and gives me confidence in my investing decisions.<\/span>
I would strongly recommend David to anyone wishing to start investing in their future.<\/span>\u201d<\/p>\n
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