Brent Davis

Brent Davis

Financial Associate
Providing financial guidance that people can trust.
604.688.7208
Ext. 265
LinkedIn
For as long as he can remember, Brent has always found joy in helping others and giving sound advice. Whether saving to purchase a first home, starting a family, starting a business, or planning for the future, Brent works with families, professionals and business owners to build unique financial plans, tailored to their specific goals in life.
BRENT’S STYLE + APPROACH

Brent is committed to really understanding the needs of each client and building a plan that is unique to them. His passion for helping people to achieve goals in life, along with his expertise in the financial services industry, allow Brent to provide advice that is best suited to his clients’ individual needs.

Brent holds a Bachelor Degree in Finance from the University of Western Ontario.

SPECIALIZES IN

Brent is able to help his clients in the following key areas: Wealth Management; Retirement Solutions; Living Benefits; Estate Planning; Group Benefits; Business Family Succession Planning; Philanthropic Planning; Structured Settlements.

WHAT YOU MIGHT NOT KNOW ABOUT BRENT?

Brent grew up playing soccer, baseball and basketball and is still up to the challenge on the basketball court. A die hard fan, when Brent’s not playing, he’s in the stands cheering on his teams – the Canucks, Seahawks and Warriors.

WHY ZLC

ZLC is more than just an financial advising firm, it’s a family for Brent. He is very grateful to be working alongside a tremendously knowledgeable and dedicated team. The icing on the cake is ZLC’s community involvement. As someone who deeply cares about helping people, Brent is proud to work for an organization that is so active within the community we live in.

 

Mutual funds are sold through Monarch Wealth Corporation. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Please read the prospectus/fund facts before investing.

 

 

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