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.
Due to high demand for our services, we are closed for intro calls for the remainder of 2026. next booking available is Jan 2027
No cost. No pressure.
Start by choosing a time that works for you.
CURRENT INTAKE STATUS
-
January 2027 Intake Open
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
Mark reviews 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.
Choose whatever makes the conversation easiest.
The first conversation happens online so it is easy to get started.
If we decide to work together, you can choose how you would like to meet throughout the engagement.
VIRTUALLY
Meet with us from wherever you are.
OFFICE SPACE
If you would rather meet in person somewhere neutral, you can come to us.
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
