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The Planning Process
Personalized
Financial Planning
Personalized
Financial Planning
A Financial Plan will provide you with a strategy and a roadmap of what you need to do to achieve your financial goals and objectives. No matter what stage of life you are in, having a financial roadmap will help you make more informed decisions about what you spend, save, or invest.
Our personally tailored process aims to address any specific questions you may have and includes the preparation of a comprehensive financial planning report. Recommendations made seek to suggest a strategy which, when implemented, will achieve your goals while addressing what means the most to you.
Our Comprehensive Financial Plans cover the following Six Essentials:
>CASHFLOW
CashFlow
We always start with cashflow as it is the most important part of your financial plan. Knowing where the money comes from and how it supports your life is key.
Taxation
Tax is the largest expense to every Canadian, so we find strategies that help you minimize it. We believe everyone must pay their share, but not a day before it is due.
>TAXATION
>RISK MANAGEMENT
Risk Management
Risk Management is all about exploring your plan to find where things could go wrong and proposing strategies to help protect yourself against them.
>LONG TERM INCOME PLANNING
Long Term Income Planning
A comprehensive review of your situation will ensure you won't outlive your financial resources.
>INVESTMENT STRATEGY
Investment Strategy
We don't sell or manage products. This gives us the ability to take your personal philosophy and design a strategy that makes your investments work best for you.
>ESTATE PLANNING
Estate Planning
Your goals, dreams, and expectations for where your money will go is an important part of your financial plan. What you do today will be reflected in the future.
Discover what Dixon Davis & Company can do for you, no matter what stage of life you are in
Business Planning
Your business is an integral part of your financial plan. We help you establish an efficient business structure, which may include incorporation, determination of a mix of dividend and salary, income sharing options, and risk management.
We can do a standalone analysis of your business and create a plan to give it the boost it deserves. Ultimately we can integrate your business and personal lives optimizing your ability to achieve your financial goals.
Your business plan will look at the following areas:
>CASHFLOW
CashFlow
This is the driver of your business. It informs the business structure and decisions you make. The key is to balance your business functions and personal goals.
Taxation
Taxation is a huge expense for every business. Learn how to integrate your business and personal taxes to minimize the impact on your bottom line.
>TAXATION
>INVESTMENT STRATEGY
Investment Strategy
Can your business become your pension? We can help you choose the best strategy and management platform to preserve and grow your corporate assets.
>SUCCESSION PLANS
Succession Planning
We look at ways you can you utilize your business to meet your goals, dreams, and life expectations. What is your exit plan?