Our Team

Our team of Fee-only Financial Planners, based in Victoria BC, are dedicated to providing you unbiased financial advice. With over 100 years of combined experience, we pride ourselves in taking a collaborative team approach to all financial plans. Working together allows us to bring you a variety of recommendations and strategies that work for you. 

The Planners 

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Lenore J. Davis R.F.P., CFP, MA

Lenore J. Davis
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Mark Lotocky CPA, CFP
Mark Lotocky
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Margie Parikh MBA, CFP
Margie Parikh