LEGAL
Privacy Policy
Last updated: August 1, 2026
Dixon Davis Financial Planning Corporation ("Dixon Davis," "we," "us") respects your privacy. This policy explains what personal information we collect through dixondavis.com, how we use and protect it, and the choices you have. We handle personal information in accordance with Canada's Personal Information Protection and Electronic Documents Act (PIPEDA) and British Columbia's Personal Information Protection Act (PIPA).
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Information we collect
Information you give us. When you book a call, complete a form, or email us, we collect the details you choose to provide, such as your name, email address, phone number, the stage of retirement you're in, and anything you tell us about your situation.
Information collected automatically. Like most websites, we may collect limited technical information such as your browser type, device, and pages visited, through cookies and analytics tools, to understand how the site is used and to improve it.
How we use your information
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To respond to your enquiry and schedule an introductory call.
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To provide financial planning services if you become a client.
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To operate, maintain, and improve our website.
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To meet legal, regulatory, and professional obligations.
We collect, use, and disclose personal information with your consent, or as otherwise permitted or required by law.
Sharing your information
We do not sell your personal information. We may share it with trusted service providers who help us operate, such as our website host, scheduling tool, email, and client-management software, and only to the extent needed to provide those services. We may also share information with other professionals (such as your accountant or lawyer) at your direction, or where required by law.
Some of our service providers may store data on servers located outside Canada, where it may be subject to the laws of other jurisdictions.
How we protect your information
We use reasonable physical, organizational, and technological safeguards to protect personal information against loss, theft, and unauthorized access. No method of transmission or storage is completely secure, but we take care to protect the information you entrust to us.
How long we keep it
We keep personal information only as long as needed for the purposes described here, or as required by law and our professional obligations, after which it is securely deleted or anonymized.
Your choices and rights
You may ask to access or correct the personal information we hold about you, or withdraw your consent to our use of it, subject to legal and contractual limits. To do so, contact us using the details below.
Cookies and analytics
Our website may use cookies and analytics tools to understand usage and improve the experience. You can usually control cookies through your browser settings.
Links to other sites
Our site may link to other websites, including our sister platform and third-party providers. We are not responsible for the privacy practices of those sites, and we encourage you to review their policies.
Changes to this policy
We may update this policy from time to time. The current version will always be posted here with its effective date.
Contact us
For any question about this policy or your personal information, contact us at Team@DixonDavis.com, by phone at 250-413-3230, or by mail at 3450 Uptown Blvd #301, Victoria, BC V8Z 0B9.