Dixon Davis & Co - Victoria, British Columbia

Diana J.

My husband and I have been working with Cole and Ria for nearly a year. We've found them to be not only intelligent and knowledgeable but also articulate and a pleasure to work with. They have consistently delivered on their promises in a timely manner. We had some understanding of financial matters going in, but Cole and Ria offered valuable insights that we might not have considered otherwise. Working with them has given us confidence that we're heading in the right direction and have a solid plan for the future. We highly recommend their services.

Gord M.

Planning our retirement has always seemed incredibly daunting, until we started working with Cole and Ria. Given our limited knowledge about finances, they have managed to educate and guide us with kindness, patience and insight. We now have peace of mind knowing that we have a solid financial plan in place.
We couldn’t be happier with the experience we’ve had with Cole and Ria and we look forward to working with them for many more years!

Nienke V. H.

We have been working with Ria and Cole close to a year now to solidify some long term and short term financial goals. I have found their help to be incredibly useful; they provide thoughtful guidance tailored to your situation, regular communication, and clear plans to help you meet your goals.

It’s been really comforting to know that the financial choices I am making are appropriate for my future without sacrificing current needs. Very happy to be benefiting from their service.

Derek D.

Working with Cole and Ria has been a wonderful experience. They are thoughtful in their approach and really listened to the things that mattered to us, all of which came through in the plan and our new path forward.

My wife and I could not be more pleased and look forward to maintaining an ongoing relationship. Highly, highly recommend!

Susan G.

I have been working with Ria and Cole for nearly a year to refine my financial goals, both short- and long-term. Their expertise, patience, kind and thoughtful approach have made a real difference in my financial planning. They haven taken the time to understand my unique situation, provide clear and tailored guidance, and ensure that I have a solid plan in place.

What I appreciate most is the confidence I now have in my financial decisions—knowing that I’m making informed choices. Their regular communication and structured approach keep everything on track, making the entire process seamless.

I highly recommend Ria and Cole to anyone looking for knowledgeable, objective, and client-focused financial advisors. Their support has been invaluable, and I look forward to continuing to work with them.

Craig S.

My wife and I have been working with Cole and Ria at Dixon Davis and we have had an exceptional experience. They are unbiased and in it for us, which is exactly what we were looking for. They are clearly knowledgeable about finances and the industry and are able to walk us through concepts, from simple to difficult. They are extremely organized and they do what they say they will do --- and they help keep us on track with what they need from us to move things forward. They also go the extra mile on the little things. And hey --- they're just nice, down-to-Earth people. Working with Cole and Ria (and Dixon Davis) has been well worth the investment so far.

Garrett J.

I found Dixon and Davis because I was tired of getting “financial advice” from people who make commissions on selling me their financial products. I wanted unbiased, objective advice and I found it with Mark and his team. They've worked with us for years and have been consistently helpful in all financial matters. They helped me transition out of a career in the Canadian Forces into a self-employed entrepreneur. They advised us on how to structure our businesses to be maximally tax efficient. They connected us with our current lawyer and accountants. They connected us with the right investment team to manage all of our investments. Mark went above and beyond for us on numerous occasions, including the three months that he deposited cheques for us while we were overseas! I’d recommend Dixon and Davis to anyone who is in the market for unbiased financial advice and will continue to go to them for many years to come.

Jean S.

Mark has been working with me for a few years now to help with income planning for retirement. The plan has helped me navigate a period where I have different streams of income each year. I wish I had the advice from a fee only financial planner sooner. So I gifted financial planning services from Mark to my adult kids and their partners. One of the best investments I have made.