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home of the complete wealth process.

Looking to start building wealth today?

travel planning

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GROUP BENEFITS & PLANNING

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retirement PLANNING

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investment & RISK management

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The complete wealth process.

At Davlyn Financial we are committed to building a relationship with you, our clients. It’s all about helping our clients achieve their goals and dreams through personalized, custom financial planning tailored to their specific needs. With the help of a financial plan, we can create superior asset allocations and portfolios geared to meet your specific financial needs.

With expert knowledge of local markets and access to global resources worldwide, our investment team can offer a comprehensive range of investment solutions tailored to your personal needs.

Step 1

The big picture

Step 2

Your documents

Step 3

analysis

Step 4

plan of action

Step 5

implement

Step 6

review & revise

Frequently asked questions

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Our clients say

"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
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. 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. 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."
Ashely & Tyler McLean
"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
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
KW Area