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Providing unbiased, Fee-Only, personalized financial planning advice to help you reach your goals. 

WHY DIXON DAVIS

Dixon Davis Financial Planning is a firm of Advise Only Financial Planners established in 1988. Since inception, our planners have been providing personalized unbiased advice to a wealth of clients. Dixon Davis is here to equip you with a roadmap and tools that let you achieve financial success on your own terms. Let us work together to bring you stability, confidence, and freedom in your financial life.

Our Fee-Only mantra means we are motivated by finding solutions that work for you and not by trying to sell you products. We pride ourselves on the ability to provide alternative solutions and do not believe there is a one size fits all answer to financial planning conundrums.

With over 100 years of combined knowledge and experience we have helped clients and their families find success and enabled them to hand their wealth intact to the next generation.

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No matter your stage in life... We can help.
Starting

Beginning your journey can be tough.  Whether it is getting out of debt, saving for a house, or kicking off a business. We can help you choose the tools you need for success.

Building

The basics are in place. Now it's time to refine and strengthen. You need a plan to support family today while saving for retirement tomorrow. We can show you how to prosper.

Enjoying

You made it this far! Now it's time to balance effective cashflow against your estate plan. We can help you  explore and develop a structure that will endure.

THE TEAM

Our team of Fee-only Financial Planners, based in Victoria BC, are dedicated to providing you unbiased financial advice. With over 100 years of combined experience, we pride ourselves in taking a collaborative team approach to all financial plans. Working together allows us to bring a variety of recommendations and strategies that work for you. 

THE PLANNERS

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Lenore J. Davis

R.F.P., CFP, MA

Mark Lotocky

CPA, CFP

Margie Parikh

MBA, CFP