A Financial Planning Process Distilled over 30 Years
The Dixon Davis process is a unique financial planning approach that goes beyond traditional methods.
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Rather than just numbers and processes, this methodology begins with your desired life and ambitions, then applies suitable strategies—simple when possible and complex when necessary—to transform your goals into realities.
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Our process takes you through four main phases on your journey to build a financial plan.
We don't manage assets or sell insurance so we can help youdetermine what you actually need.
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A Team to Help You Flourish.
Meet the Team
Our team of specialists are experts in supporting Canadians to discover and build their good life. Our process will help you navigate your complex financial situations and overcome the emotional, behavioural, and financial hurdles of living in a complicated world.
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We will work together to create a plan to give you the confidence, comfort, and peace of mind to spend your money and time on what's most important to you.
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Your team of Fee-only Financial Planners based in Victoria, BC is dedicated to providing you with unbiased financial advice.
We are proud of our roots!
The Dixon Davis Group grew out of Howard Dixon's recognition that there was a significant gap in Canadian financial planning after many years of experience working in the insurance industry. Financial planning advice was tied to the sale of a product, which Howard disagreed with. He began offering unbiased advice in areas related to cash management and income tax planning on a fee-for-service basis. In 1988, he committed to the idea that comprehensive financial planning should be available to all. He was soon joined by Lenore Davis and together they founded Dixon Davis.
​Our Founders have passed on the torch to the next generation of financial planners. The team they helped create of fee-only financial planners are committed to the continuing mission of providing unbiased advice and services to Canadians.
Working with us will...
Provide Clarity
Remove the jargon and confusion from your finances.
Reduce Uncertainty
Life in uncertain. Being prepared for uncertainty helps put you back in the driver seat.
Make Work Optional
Understand when you can make work optional.
Set Goals
Establish clear individual life goals so your money is working in ways that support what matters most to you.
Simplify
Consolidate, organize, and simplify your finances.
Instill Discipline
Keep you accountable. It can be a challenge to make financial decisions alone so we stive for long-term partnerships.