– by Doreen Marion Gee –
This is part of a rotating series of articles on members of Sidney Meet Up Women’s Networking Group, featuring women in business on the Saanich Peninsula.
With the challenges of financial decisions and planning for our future, we all need expert advice from someone who is on our side and looking out for our best interests. The best advocate is someone who has expertise, experience and a caring personal approach. That person is Fran Daviss.
A Mortgage Consultant for Invis, Fran has over 36 years experience in the financial industry.
She is a Certified Financial Planner, a Certified Senior Advisor, Personal Financial Planner and an Accredited Mortgage Professional. Fran’s expertise and experience give her the unique ability to see the big picture and make the right decisions for her clients. Fran loves a challenge with her morning coffee. When she secures that perfect house for home buyers who don’t fit the “cookie-cutter” profile, Fran is dancing. With potential lenders, Fran acts as a voice for her clients, telling their story and trying to find a resolution: “What can we do to make this work?” Always watching their backs, Fran guides her clients to solid financial footing before buying a home.
Fran secures the best mortgage product for her clients – setting them up for a successful home purchase for the long term. Her caring advocacy steers her clients on the right track around the sinkholes – all the way to the door of that dream home with the white picket fence. “I have been able to help many people get in the market,” she proudly states.
In her second business, “Consulting by Fran,” she offers three valuable services. Firstly, as a Will and Estate Planner, she helps clients to ask the right questions of their lawyer. A good advocate helps their clients to avoid bad decisions by giving them the information to make good ones. Accordingly, Fran educates her clients about all of their options, so they can make well-informed decisions about what they leave behind when they depart this world: “You want to make sure that those wishes that you want are truly done when you pass.”
Secondly, as Power of Attorney, Fran administers clients’ financial affairs and communicates with their families. For an elderly person facing the end of their life, Fran might assist them to find a high-quality care home: “What I bring is a personal approach, getting to know the client.” As an Executor, Fran arranges home sales, secures assets and carries out the special wishes of the deceased.
“People need an advocate” in these situations, says Fran. “That is my number one role.” What do you want? is her dignified approach. It is crucial that “everything is done in the best interests of the client.” With Fran Daviss in your corner, no worries there.
Contact for Mortgage Consulting, visit www.mortgagesbyfran.com; contact for Consulting by Fran, email consultingbyfran@shaw.ca.
