Davis Bird Group

DAVIS BIRD, is owned and operated by Leonard Davis, FCPA, CFP,CLU, CH.F.C Financial Advisor and Karen Bird BSc, LLB, Barrister & Solicitor, Notary Public, practicing member of both the NB &NS Law Societies and Financial Advisor, who have a combined 35 years of experience in the financial services industry. Matthew Hutchison LLB, Financial Advisor, a recent addition to Davis Bird, adds a new dynamic to the team.

DAVIS BIRD is the Saint John member of Barrington Wealth Partners Inc., an independent national life insurance, living benefits and investment brokerage firm with 31 offices from Saint John to Vancouver.

DAVIS BIRD specializes in providing Tax Smart Financial Planning solutions to professionals, business people and their families.

We take pride in giving independent and objective advice to our clients and offer many value added benefits.

 

Life Insurance:

We offer a wide range of life insurance products to meet specific client needs and lifestyles.  We will help you make the right decisions based on the coverage you need and want.

 

  • Whole Life Insurance
  • Critical Illness Insurance
  • Insured Retirement
  • Term Insurance
  • Disability Insurance
  • Investments

 

 

Other Areas of Specialization

  •  Retirement &Succession Planning: -business & individual
  • Insurance Audit
  • Business Planning
  • Estate Needs Analysis
  • Customized Insurance Products
  • Education Plans
  • Legal Services including: Incorporations/Commercial, Wills & Powers of Attorney, Family Trusts, Real Estate: commercial & residential

 

How to Reach Us

The Davis Bird Group
197 Princess Street,
Saint John, NB E2L 1K8
506.632.0303

Leonard Davis
506.643.0224
len@davisbirdgroup.ca

Karen Bird
506.721.2753
karen@davisbirdgroup.ca

Matthew Hutchison
506.222.0497
matthew@davisbirdgroup.ca