“The secret to getting ahead is getting started.”  

- Mark Twain

At Dixon Davis & Company we believe financial security is a staple in your overall well being. Having trust in what your finances can do for you enables you to meet your life's goals. A Financial Plan aims to give you the tools and a road map needed to successfully navigate the financial landscape. As Fee-Only financial planners, Dixon Davis & Company gives you the advice and strategies you need.


Some areas Dixon Davis & Company can help you with are  ...

  • Setting up a cash flow structure to support your family and your goals. 

  • Optimizing the use of RRSPs and TFSAs to grow your wealth. 

  • Setting up a plan to purchase your first home. 

  • Understanding the different types of investment income and investment types. 

  • Determining your true insurance needs and how your employer's plan works for you. 

If you are starting your own business, we can help with... 

  • Understanding the pros and cons of incorporation and whether it is right for your situation.

  • Developing an effective company cash flow management strategy. 

  • Optimizing the tax-efficient cash flow between your business and personal life. 

Your financial journey starts now.

Discover what Dixon Davis & Company can do for you, no matter what stages of life you are in