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Advice-Only Finanical Planning for Canadians

Financial clarity for every stage of life

Actionable, unbiased financial planning to help you gain confidence and achieve financial freedom

You deserve better than
one-size-fits-all advice.

Important details get ignored

Generic plans overlook the nuances that actually shape outcomes.

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You end up paying more than you should

Percentage-based fees increase as your assets grow, even when you receive the same advice.

Decisions feel unclear or disconnected

Siloed advice prevents your cash flow, tax planning, and portfolio from working together.

Thats why you need financial advice that earns your trust—not a commission

Work with a team of fee-only financial planners who care about your life beyond the bank statements, planners who believe you should be able to...

Get objective advice

We never sell products or earn commissions. You pay a flat fee for personalized service focused on your best interests.

Achieve your goals

Our team combines financial expertise with humanistic values to ensure your plan reflects what matters to you.

Gain financial freedom

We provide the support, guidance, and education you need to make confident, informed financial decisions.

Since 1988

The Dixon Davis Group has helped thousands of Canadians navigate life with trusted financial planning

Know if you will have enough to retire

Plan for a better

retirement

What to do with inhertence

Receive support navigating a major life transition

Finanical Planning to Retire Early

Understand how to better use your wealth to live a good life

"Since we arrived in Victoria many years ago, we have used the financial planning services of Dixon Davis. We’ve been most impressed by the company’s integrity and the thoughtful and careful management they have provided. Their trusted advice and guidance have enabled us to make the lifestyle changes that are important to our family. Our investments, savings and everyday financial considerations are clearly defined and managed."

Dr. J & LB

Physician & Artist

We exist to make your financial decisions easier so you can feel clear, confident, and in control.

Your fee-only financial planners for all life’s transitions

We exist to make your financial decisions easier so you can feel clear, confident, and in control. No products to push. No percentage-based fees. Just the transparent, life-focused financial advice you need to thrive.

Planning your good life begins today.

Address

Our team is located in Victoria, British Columbia

For Mailing 

​3450 Uptown Blvd #301, Victoria, BC V8Z 0B9

Phone

250-413-3230

Email

Book Your Introduction Consultation

© 2023 by Dixon Davis Financial Planning Corporation

Unbiased Fee-Only Financial Planners for Life.

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