506-632-0303
karen@davisbirdfinancial.com

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Over 35 Years of Financial Experience

With our combined legal and accounting expertise, we have the expertise and knowledge that can help protect your hard-earned dollars.

Services

Financial
Solutions

In today's constantly changing financial landscape our goal is to give our clients the best mix of safety, tax savings, and return on their hard earned money.

Get A No Obligation Consultation

Tax Minimization Specialists

  • Corporate Strategies

  • Investment Portfolios

  • Retirement Planning

  • Estate Planning
    - Estate Tax Liabilities
    - Tax Sheltered Wealth Transfers
    - Inter-Generational Wealth Transfers

Investments

  • Corporate Strategies

  • RRSPs, RRIFs, Locked in RRSPs & LIFs

  • Registered Education Savings Plan

  • Segregated Funds

  • GICs

  • Annuities

  • Immediate Financing Arrangements

Life Insurance

  • Term

  • Universal Life

  • Whole Life

  • Segregated Funds

  • "Debt" Insurance

Disability Insurance

  • Money to replace your income if you become sick or disabled

Critical Illness

  • A tax-free lump sum payment of $25,000 to $2,000,00 upon diagnosis of one of twenty-four covered illnesses (heart attack, heart disease, cancer, stroke, blindness, diabetes, etc.)

Long Term Care

  • Money to pay in home care and nursing home expenses while preserving your valued assets

Corporate Insurance Funding

  • Buy – Sell Agreement

  • Key Person

  • Business Interruption

  • Capital Gains Funding

  • Overhead Expense

Legal Services

  • Residential and Commercial Real Estate Law

  • Corporate/Commercial Law

  • Incorporations

  • Buy/Sell Agreements

  • Wills and Estate Planning

  • Powers of Attorney - Personal & Healthcare

  • Family Trusts

TESTIMONIALS

Get a No Obligation Consultation

We have many clients who would be happy to attest to our abilities to meet your financial planning needs. Please let us know if you wish to speak to a reference and we will forward their contact information to you.

Contact us

"It has been a total success"

Years ago, as a self-employed business person, I was frustrateded with RSP's and lack of answers to long-term financial planning. I found banks were not helpful at all and I brought this up to my accountant and asked what I should be doing?? My totally accomplished accountant said to me: "You need to talk to Len - that is who I use!"

That was 25 years ago and that Len is Len Davis, who totally took over my financial/retirement goals and estate planning! It has been a total success and I trusted Len and Karen's advice explicitly.

Don Ouellette

Business Owner

“They make a great team and are well connected.”

Len and Karen worked directly with our bank and accountant to quickly and efficiently set up my professional corporation with little effort on my part. It was clear to us that they make a great team and are well connected and respected by various financial professionals in the city.

Dr. J. Andrews

Saint John NB

“I would certainly recommend Len to anyone seeking financial security.”

As our financial advisor, Len accomplishes more than just the provision of a service. He has a professional yet personal approach with his method and has demonstrated an insight in providing a service unique to most. Len also has a rare talent for clear communication with his clients and ensures a consistency in his role that fosters trusting relationships. I would certainly recommend Len to anyone seeking financial security.

Dr. Jay Hannigan

Saint John NB

"Their advice and planning have been spot-on"

I have been dealing with Len and Karen for approx. 15 years and their advice and planning have been spot-on - both for my personal retirement options and also my corporate planning and investing. The best thing about Len and Karen, is that they spell everything out in plain, easy to understand language. They come prepared and keep it simple!

Don Ouellette

President - Alpha Marketing Ltd.

“I would strongly recommend him to any professional looking for sound financial advice.”

Len has been instrumental in making us feel secure, not only in the areas of investment and retirement savings, but also in ensuring that our family is financially secure in the event of disability or death. Len has a unique ability to explain things in a straightforward manner and I would strongly recommend him to any professional looking for sound financial advice.

Dr. Doug Hall

Hampton, NB

“I feel confident for my families future and my retirement security.”

Since the first months of starting my practice, Len and Karen have demonstrated exceptional performance. Our investments are "live" rather than passive and their active management style grows our investments with well timed returns for our immediate use. I feel confident for my families future and my retirement security.

Dr. Neil Manson, MD FRCSC

Spine, Sports Medicine and Orthopedic Surgery

Insights

Costly Myths

Read All Myths

Registered Educational Savings Plans (RESPs) are a great way for Incorporated Professionals to save for their children's future education costs.

The reality for incorporated professionals is that...

Read More

It makes sense to pay off your debts as quickly as possible before you incorporate

If you can't sleep at night because of your debt we can help you...

Read More

Meet The Team

Do you have questions? Let's schedule a call so we can help you.

Leonard Davis | FCPA, FCGA, CFP, CLU, CH.F.C. Licenced Financial Planner

Len Davis is a Tax Smart Planning Specialist with over 25 years of experience helping professionals, business owners, other high income and high net worth individuals. Multiple certifications in accounting, insurance and finance make him uniquely suited as an advisor who is sought out for his expertise in approaching the financial planning process from multiple angles.

506.643.0224
Len@davisbirdfinancial.com

Karen Bird | BSc, JD, Lawyer, Estate Tax Planning Specialist and Licenced Insurance Advisor

Karen Bird is a Tax Smart Planning Specialist with over 25 years of experience in helping business owners, professionals, other high income and high net worth individuals. She brings her legal, investment and financial planning experience that is often missing, but crucial for comprehensive financial planning.
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506.721.2753
Karen@davisbirdfinancial.com | Karen@kbirdlaw.com

Schedule a CallEmail Us

Leonard Davis

FCPA, CFP, CLU, CH.F.C.

Len Davis has over 20 years of experience helping physicians and other high income or high net worth individuals. Multiple certifications in accounting, insurance, and finance make him uniquely suited as an advisor who is sought out for his expertise in approaching the financial planning process from multiple angles.

506.643.0224

len@davisbirdgroup.ca

Email Len

Karen Bird

BSc, LLB, Lawyer (NB and NS Bar), Financial Advisor

Karen Bird was called to the Bar in 1990, the Nova Scotia Bar in 2014, runs her own Law practice with over 20 years as a licensed advisor in the financial services industry. She brings her legal knowledge and investment experience that is often missing, but crucial for comprehensive financial planning.

506.643.0224

len@davisbirdgroup.ca

Email Karen

Toronto Office

2906-183 Wellington St. W
Toronto, ON M5V 0A1
416.519.9039

Saint John Office

197 Princess Street,
Saint John, NB E2L 1K8
506.632.0303