DAVIS, Akeela




Author Tags: Advice

Akeela Davis is the author of Your Divorce, Your Dollars (Self-Counsel, 2003), a self-help book. She graduated in 1980 as a Systems Analyst and has worked for insurance companies, the government (pensions), banks and the oil industry, going from programmer to Senior Systems Specialist in 12 years. In 1992, she made the switch from the corporate world and computer systems to becoming self-employed as a financial planner. Two years later, in 1994, Akeela moved to, and purchased a franchise in Maple Ridge, B.C. There she got her Certified Financial Planner and Registered Financial Planner designations. Believing that retirement planning should take a more holistic approach, Ms. Davis became a member of the Canadian Association of Pre-Retirement Planners, and became a Professional Retirement Planner (PRP). This group believes that a successful retirement means planning for financial, emotional and physical well being. Davis operates two businesses, ARISTA and Berkshire Investment Group Inc., in Maple Ridge, British Columbia. From this location she deals with clients in British Columbia, Alberta, Ontario and Nova Scotia. She had her own television show on financial planning for three years. She is married with two teenagers.

[BCBW 2003] "Advice"

Akeela Davis (2003)
Resumé



Certified Financial Planner (CFP)
Registered Financial Planner (RFP)
Pre-Retirement Planner (PRP)
Certified Divorce Specialist (CDS)

RECOGNITION/HONORS/AWARDS

2001 ¡V Dalbar Rated Financial Professional Seal (Only 1 of 10 across Canada)
2000 ¡V Finalist Advisor¡¦s Magazine ¡§Advisor of the Year¡¨ (1 of 12 across Canada)
1995-1999 ¡V Nominated Customer Service Excellence Awards, Maple Ridge Chamber of Commerce
1997-1998 ¡V Nominated Business Person of the Year, Maple Ridge Chamber of Commerce
1996-1998 - Presidents Club Member - Chairman¡¦s Club Member -(Money Concepts Canada Awards)
1998 - Millionaire¡¦s Club Member
1999 - Eagle¡¦s Club Member - Century Club Member - Professional¡¦s Club Member(Money Concepts International Awards)

INVOLVEMENTS

Current
ƒÞ Faculty ¡V College for Divorce Specialist
ƒÞ Commissioner ¡V Economic Advisory Commission
(Advisory body to Maple Ridge Mayor and Council)
ƒÞ Editorial Board Member ¡V Canadian Journal for Financial Planners
ƒÞ Teaching Adult Education School Distr. #42- Financial Planning
ƒÞ Director Canadian Assoc. of Financial Planners (BC)
ƒÞ Media Committee ¡V Annual Convention ¡V International Academy of Collaborative Professionals
ƒÞ Speaker at Professional and Civic events
ƒÞ Author ¡§Your Dollars, Your Divorce¡¨ Self-Counsel Press




Divorce Your Dollars: Financial Planning Before, During and After Divorce
Article



According to Maple Ridge financial planner Akeela Davis, 37 percent of first-time marriages in Canada end in divorce. Her addition to the Self-Counsel Press legal series is Divorce Your Dollars: Financial Planning Before, During and After Divorce (Self-Counsel Press $18.95) “In the past, divorce was a territory in which only lawyers operated,” says Davis. “However, lawyers are schooled in law, not finance.” Divorce Your Dollars has advice on support payments, prenuptial agreements, pension buyouts and whether to keep the family home, plus tables for calculating net worth and post-divorce expenses. Davis is married with two kids and was the host of the TV show ‘Money Talks.’ 1-55180-430-1

[BCBW Winter 2003]