Joanne David
Keybase Financial Group · Edmonton, Alberta, Canada
Joanne David is a fee-only financial advisor at Keybase Financial Group in Edmonton, Alberta, Canada, who holds the CFP and FCSI credentials. Joanne charges a flat fee or retainer, hourly fees, a one-time planning fee and an ongoing planning fee (one-time plans from C$750 and C$240 an hour) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
- Executives
- Founders
Facts
| Firm | Keybase Financial Group |
|---|---|
| Based in | Edmonton, Alberta, Canada |
| Fee model | Flat fee or retainer · Hourly · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | One-time plans from C$750 · C$240 an hour |
| Accepting new clients | Yes |
| Credentials | CFP · FCSI |
| Website | www.JoanneDavid.com |
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Questions about Joanne
Is Joanne David a fee-only financial advisor?
Yes. Joanne David is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).
How does Joanne charge for financial advice?
Joanne charges a flat fee or retainer, hourly fees, a one-time planning fee and an ongoing planning fee.
How much does Joanne charge?
According to Keybase Financial Group's website, checked October 28, 2026: one-time plans from C$750; C$240 an hour.
Where is Joanne David based?
Joanne David is based in Edmonton, Alberta, Canada.
What does Joanne specialize in?
Joanne's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and founders (pre-exit). Joanne works with pre-retirees, executives and founders.
What credentials does Joanne David hold?
Joanne David holds the CFP and FCSI credentials.
How do I contact Joanne David?
Through Joanne's website, www.JoanneDavid.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Canadian fee-only planners directory : a directory limited to fee-only planners
- Keybase Financial Group website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 21, 2026.
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