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 a variety of recommendations and strategies that work for you. 

THE PLANNERS

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Lenore J. Davis

R.F.P., CFP, MA

Mark Lotocky

CPA, CFP

Margie Parikh

MBA, CFP