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Book a Meeting

The first step in your financial plan is to book a complementary 45-min discovery meeting so we may learn more about your goals, needs and concerns. 

Please complete the following form and one of our financial planners will reach out to begin the process.

Age Bracket
Areas of Discussions
Accounts and Assets owned
Employment Status
Thanks for submitting!

We will be in contact soon

Address

Our Team is located in Victoria, British Columbia

For Mailing 

​3450 Uptown Blvd #301, Victoria, BC V8Z 0B9

Phone

250-413-3230

Email

Book Your Introduction Consultation

© 2023 by Dixon Davis Financial Planning Corporation

Unbiased Fee-Only Financial Planners for Life.

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