Mark picked up his first financial planning book at fourteen and has been hooked ever since. That early curiosity grew into a career dedicated to helping clients achieve financial independence. 

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Early in his career, Mark turned his attention to the world of accounting, where his love of numbers and problem-solving taught him the ins and outs of tax optimization through the lens of corporate strategy. As a Chartered Professional Accountant (CPA) and Certified Financial Planner (CFP), he combines technical skill with creative problem-solving to design tax-efficient strategies that maximize his clients’ net worth and cash flow.

 

At Dixon Davis, Mark has worked on complex challenges: supporting tech company growth and buyouts, optimizing real estate corporations for retirement, and helping families achieve financial independence. 

 

An avid consumer of investment research and techniques, Mark brings a thoughtful, client-centered approach to financial planning, ensuring strategies align with individual goals and values.

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As such, Mark believes that personal financial planning is about more than numbers – it’s about overcoming challenges, empowering clients with knowledge, and building a foundation to achieve life goals. 

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In 2022, Mark purchased Dixon Davis & Company from the original founders, continuing their commitment to providing the best advice and fee-only financial planning to Canadians. Mark renamed the company The Dixon Davis Group in 2024, embodying the idea that we will always work as a team – with each other and with our clients. For it’s better to go forward together than alone.