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 

Lenore J. Davis R.F.P., CFP, MA

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