LEGAL
Disclaimers
Last updated: August 1, 2026
Please read these disclaimers carefully. They govern your use of dixondavis.com and the information provided on it.
General information only
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The content on this website is provided for general information and educational purposes only. It is not, and should not be relied on as, personalized financial, investment, tax, accounting, or legal advice. Every person's situation is different, and general information cannot account for yours.
No professional relationship
Reading this website, contacting us, or booking an introductory call does not create a planner-client or other professional relationship. A relationship begins only once we have both signed a written engagement that sets out the scope of the work.
How we work
Dixon Davis is a fee-only financial planning firm. We charge for financial planning advice and disclose the fee and method of payment before work begins. We do not sell financial products, earn sales commissions, manage investment portfolios, or hold your assets. Where putting a plan into action calls for investment management, insurance, legal, tax, or other professional services, you may work with your existing professionals or engage appropriate third-party providers.
No professional relationship
Calculators, estimates, examples, case studies, and client stories on this website are provided to illustrate financial-planning concepts and possible outcomes. They are not promises or guarantees of a particular result. Actual outcomes depend on individual circumstances, the assumptions used, and future events.
No guarantees
Financial planning relies on assumptions, estimates, and information available at a point in time. Projections and illustrations are not promises or guarantees of future results, which depend on many factors beyond anyone's control, including markets, tax law, and personal circumstances. Actual outcomes will differ.
Forward-looking statements
Any forward-looking statements, projections, or scenarios on this site or in a plan are estimates based on assumptions that may not prove accurate. They are intended to support decision-making, not to predict a specific outcome. As circumstances or assumptions change, the conclusions drawn from a plan may also change.
Third parties and external links
We may refer you to, or link to, other professionals and providers. We do not control and are not responsible for their services, content, or advice. Any decision to engage a third party is yours.
Seek professional advice
Before acting on anything you read here, consult a qualified professional who can consider your specific circumstances. Do not disregard or delay seeking professional advice because of something on this website.
Jurisdiction
Our services are offered to residents of Canada. This website and its contents are governed by the laws of British Columbia and the applicable laws of Canada.
Limitation of liability
To the fullest extent permitted by law, Dixon Davis is not liable for any loss or damage arising from your use of, or reliance on, the information on this website.
Contact us
For questions about these disclaimers or information provided on this website, contact us at Team@DixonDavis.com, by phone at 250-413-3230, or by mail at 3450 Uptown Blvd #301, Victoria, BC V8Z 0B9.