What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Davies Financial - Sterling Mutuals

Home
Canada
Windsor, ON
Davies Financial - Sterling Mutuals

Build. Grow. Thrive. Financial Success.

11/03/2026

📅 November is Financial Literacy Month, and this year’s theme is Talk Money.
💡 Here are 5 money reminders worth a minute of your time.
🧮 Want to put a date on a goal? Try the free FCAC Financial Goal Calculator: https://itools-ioutils.fcac-acfc.gc.ca/FGC-COF/home-accueil-eng.aspx
💬 This week we’re sharing conversations to have with your spouse, your parents and your kids. Follow along.

10/27/2026

🔄 Your life insurance need rises and falls as life changes.
🏡 A mortgage and kids push it up. A paid-off house and grown kids bring it back down.
💼 Group life through work is a great start, but it usually ends when the job does. Personal coverage stays with you, as long as premiums are paid.
🪜 Layering 10-, 20- and 30-year terms is one way to let coverage step down as the need does. Permanent fits the needs that stay, like final costs or the tax on a family cottage.

📌 Contact us for your own personalized needs analysis.

General information only, not insurance advice. Coverage varies by insurer and policy and is subject to underwriting; the policy contract governs. Shared by Benjamin Davies a licensed life and health insurance agent (ON, MB).

10/22/2026

💳 Canadian households owe about $1.75 for every $1 of disposable income.
❄️ Snowball: pay off the smallest balance first for quick wins that keep you going.
🏔️ Avalanche: pay off the highest interest rate first to pay the least interest.
✅ Either way, having a plan beats paying the minimums. Swipe to see the difference.
📌 Save this post for later and share it with someone who needs it.

10/20/2026

🎙️ Ever wish you could ask a professional before a big money decision?

💰 On The Clear Money Mindset we cover TFSAs, RRSPs, RESPs, taxes, buying a home, wills and retirement, with local accountants, lawyers and real estate pros.

🎧 Listen free on Spotify, Apple Podcasts or wherever you get your podcasts.
https://open.spotify.com/show/4UgfuZKdQzSY5Zpc727PSH?si=e778e2ba98f54564

10/19/2026

📅 Your RRSP has to become a RRIF by Dec. 31 of the year you turn 71.
💵 A RRIF pays out a minimum each year, and it all counts as taxable income.
🔄 You can always take out more than the minimum, but never less.
📌 Turning 71 soon? Message us to book a discussion.

10/16/2026

🎙️ New episode: Being A POA Or Executor, Part 1

📄 Been named someone’s power of attorney? Most people only find out what that means on the day they have to do the job.
⚖️ Ashley Harmon - Lawyer, partner at Hogarth Hermiston Severs LLP, is back to talk through the two types of POA, how they differ from an executor, and why putting the kids joint on your accounts isn’t the same thing.

🎧 Listen on Spotify: https://open.spotify.com/episode/77Xy3ZE6S9XoK5R4zwnxra

👉 Also available on Apple Podcasts or wherever you get your podcasts.
📌 Save this post and share it with someone who’s been asked to be a power of attorney or executor.

10/14/2026

📬 Our October newsletter is out. Here’s what’s inside.
📅 A year-end checklist: 6 things to get done before December 31.
📊 Plus a quick market update and what our fund managers are watching.
👉 Read the full newsletter here: https://zcmp.ca/krGGs?m=0

10/13/2026

📊 A lot happened in September, so here’s a quick look at what moved markets at home and around the world.
🇨🇦 The Bank of Canada held rates steady, while the Fed raised rates for the first time since July 2023.
🌍 Oil stayed above $100 for much of the month, and gold kept climbing. Swipe through for the highlights 👉

10/10/2026

🍁 Happy Thanksgiving from all of us at Davies Financial!

🦃 This weekend we’re grateful for the families we’ve had the privilege of working with, some of you for nearly 20 years.

🥧 Wishing you a warm and restful long weekend with the people who matter most.

📌 Our office is closed Monday, October 12. We’ll be back Tuesday, October 13.

09/24/2026

Please join us in congratulating Ben on completing the Canadian Securities Course (CSC®) this summer! 🎉📚

What this means for our clients 👇

🧠 A broader knowledge base. The CSC goes deep on markets, investment products and portfolio management. Ben can bring that to every planning conversation.

🌱 Room to grow. It's also an important step toward broadening the range of solutions we may be able to offer clients in the future.

Ben's commitment to learning is one more way he puts clients first. Congratulations, Ben! 👏

🔗 View the credential: https://credentials.csi.ca/ef264e39-700d-4df5-b3fd-0f4b9d3614e8

Address

5950 Tecumseh Road East
Windsor, ON
N8T1E3

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.daviesfinancial.ca/

Alerts

Be the first to know and let us send you an email when Davies Financial - Sterling Mutuals posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.