Investment Representative
Office: | 519-771-4004 |
Service specializations:
- Goals based planning (i.e. Retirement, home down-payments)
- Planning for life’s unexpected events
- Group Retirement Services
About Ryan Davis
Ryan was born in Woodstock and grew up in the small town of Innerkip, Ontario. He graduated from Georgian College with a Business Management degree from the Professional Golf Management program. During his college years Ryan became a member of the Professional Golfer’s Association of Canada by the young age of 18. He then spent the next 19 years competing in professional golf events throughout North America, all while managing the golf operations of various Southern Ontario golf courses as Head Golf Professional. It was in the role of Head Golf Professional that Ryan honed his customer service skills and developed deep relationships with his golfing clientele.
Customer service continues to be at the root of Ryan’s success in the financial services industry. He has built his client base on strong client relations and with a client-first attitude. After three plus years as a Freedom 55 Financial advisor, Ryan was recruited by Genesis Wealth Solutions Inc. He continues to educate himself by regularly attending education seminars hosted by Advocis, Canada Life, and other fund companies and insurance carriers. Ryan has now set his sights on obtaining his Certified Financial Planner (CFP) designation.
Ryan currently resides in Brantford, Ontario, where he continues to enjoy the game of golf amongst other sports and recreational activities.
What clients are saying
In the four years working with Ryan he has been extremely patient, understanding and always willing to re-explain a concept if I don’t grasp it the first time. I would be happy to recommend his services to others.
Prior to professional financial advice, I found my financial situation to be a bit messy. Since working with Ryan I now have a better vision and understanding of my financial situation.
During the three years working with Ryan we got married, bought a house and had our first child, any one of which would have been a stressful situation. Ryan was able to guide us in making the best decisions with his financial knowledge and understanding.