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.
Our values are central to the work we do. We believe that it's important to:
Continue to learn
We like to challenge our beliefs and ideas. We believe it's critically important to stay open to new information. We are constantly collaborating with outside organizations and studying to keep our knowledge relevant and fresh so that we can provide you the best service possible.
Challenge the Norm
The Dixon Davis Group is not a bank or a giant conglomeration, we are a group of people doing our best to provide unbiased financial planning to Canadians. We do financial planning for you the way that we would want it to be done for us. We challenge ourselves to constantly push the boundaries of what's expected.
Be World Class
We chose to do this kind of work because we love it; it is deeply meaningful and fulfilling. Financial planning allows us to become experts in various fields and share that knowledge with others. It is is our passion so we strive to be the best at it.
Act in Service to Others
We deeply value our clients. It is a gift to be able to share our experiences and knowledge with others to help them build better lives. We have taken it upon ourselves to each sign a fiduciary pledge to put your needs first.
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.
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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.
