Our people

Ben Davies B.A. CFP®

Born and raised in the Comox Valley, I like to spend time on my hobby farm with my better half, Josée, Tegan (our Neopolitan Mastiff), Julius (our orange tabby) and Petal (our pot-bellied pig). We enjoy kayaking, snowshoeing, hockey, soccer, camping, gardening, travel and writing in my blog (unpluggedatknight.com). I completed my degree in medieval history and philosophy at the University of Victoria in 1994 and started my career in financial services in 1996. In 2003, I fulfilled my goal of opening my own independent financial planning firm which allowed me to provide high-level, personalized service with great attention to detail as well as implement a fee-based system which I feel serves my clients better than the traditional commission model.  I look forward to meeting you!

Pauline Williamson

I handle all office administration, event planning and client services. I enjoy being part of the team and I love dealing with our clients – they’re such a good bunch! I spent many years in the Royal Navy and bring a sense of military precision and organization to the office. In 2006, I emigrated to Canada from the UK with my husband Steve, a talented wildlife photographer. We live on our acreage under the shadow of Forbidden Plateau with our Border Collies, Grace & Blazer. I enjoy gardening, travel, walking and swimming.

Cynthia Davies B.Ed, M. Ed.

In 1967, Martin and I emigrated from the UK to the Comox Valley where I pursued a career as a teacher / counsellor for 32 years. My work at the office includes representing the client point of view at staff meetings, event planning and coordination of some activities. In addition, I assist with the development of office processes and I’m involved with the Client Advisory Council. After I retired in 1999, I became involved in charity and volunteer work and I serve on the board of directors for both St. Joseph’s Hospital and The Filberg. In my spare time, I enjoy church activities, kayaking, reading, walking and travel with Martin.