LEGAL
Privacy Policy
Last updated: August 10, 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 applicable Canadian privacy laws, including British Columbia's Personal Information Protection Act (PIPA) and, where applicable, Canada's Personal Information Protection and Electronic Documents Act (PIPEDA).
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Information we collect
Information you give us. When you book a call, complete an intake or contact 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, household and financial information, 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 or prepare for an introductory call.
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To assess whether and how we may be able to help you.
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To provide financial planning services if you become a client.
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To communicate with you about your planning relationship.
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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 and form tools, email, client-management software, and financial-planning software, and only to the extent needed to provide those services. We may also share information with other professionals, such as your accountant, investment adviser, lawyer, or other professionals involved in your financial life, at your direction or with your consent, 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 our Privacy Officer 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
Dixon Davis has designated a Privacy Officer responsible for our compliance with applicable privacy laws. Questions about this policy or our privacy practices, requests to access or correct your information, and privacy concerns or complaints can be directed to:
Mark Lotocky
Dixon Davis Financial Planning Corporation
Mark@DixonDavis.com
250-413-3230
3450 Uptown Blvd #301
Victoria, BC V8Z 0B9