Ready to talk it through?
Start by choosing a time.
Book an introductory call and tell us what is on your mind.
Once you book, you will be taken through a short intake so we can understand a little about your situation before we meet.
No cost. No pressure.
Start by choosing a planner and a time that works for you.
Due to high demand, Mark is closed for intro calls for the remainder of 2026.
The next booking available is Feb 2027
Mark Lotocky, CPA and CFP, leads the planning work at Dixon Davis and focuses on retirement, bringing income, tax, investments and estate decisions together into one plan.
After our introductory conversation, meetings with Mark can held:
VIRTUALLY
Meet with me from wherever you are.
OFFICE SPACE
If you would rather meet in person somewhere neutral, you can come to my office
We will come prepared.
The intake takes about 15 minutes. Estimates are fine. You do not need exact figures or a stack of financial documents
We will review it before the call so we can spend less time gathering the basics and more time talking about what actually brought you here.
The first conversation is simple.
We will talk about where you are, what retirement is starting to look like and what you are trying to figure out.
We will ask questions, tell you how we see it and let you know whether we think Dixon Davis can help.
If it looks like a fit, we will explain what we recommend, what it costs and what happens next.
Or reach out directly
Prefer to get in touch the old-fashioned way? Here's how to find us.
PHONE
250-413-3230
MAILING LOCATION
3450 Uptown Blvd #301
Victoria, BC V8Z 0B9
AVAILABILITY
By appointment
Monday - Thursday
and Saturday Mornings
