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?