The Dixon Davis Group
54Developing3450 Uptown Blvd #301, Victoria, BC V8Z 0B9, Canada
Last updated September 2026
Request a consultationAbout
The Dixon Davis Group is a fee-only financial planning firm based in Victoria, British Columbia, offering personalized advice for retirement planning and life transitions since 1988.
Managed by
This listing hasn't been claimed yet.
Claim this listing →Senior Care Path Summary
The Dixon Davis Group combines financial expertise with a focus on what matters to you, helping Canadians gain clarity for every stage of life. They offer flat-fee, unbiased financial planning with no commissions, ensuring your goals around retirement, inheritances, and using wealth wisely are reflected in your plan.
The team has served thousands of Canadians since 1988, supporting clients through major life changes and helping them make confident, informed financial decisions. Their approach emphasizes transparency, personalised guidance, and the education you need to feel clear and in control of your financial future.
Editorial summary by Senior Care Path based on verified listing data, last reviewed September 2026.
Conditions & Needs Supported
Services
Fees & Payment
Request a consultation
Who This Provider Is Best For
- Retirees planning for financial security in retirement
- Families navigating inheritances or major life transitions
- Canadians seeking objective, fee-only financial planning
Languages Supported
- English
Photo Gallery
Photos via Google Maps
Google Reviews
See all reviews on Google5.0
12 Google reviews
Summary of Google Reviews
Summarized by Senior Care Path from The Dixon Davis Group's Google rating and recent reviews. Confirm specifics with the provider.
The Dixon Davis Group holds an excellent 5.0-star rating across 12 Google reviews. Recent reviewers most often highlight caring, attentive staff and responsive, helpful communication.
Most common praise
- Caring, attentive staff
- Responsive, helpful communication
- A safe, reassuring environment
Most recent reviews
Gord Mc
a year ago · via Google
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!
Diana Jones
a year ago · via Google
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.
Susan Goodfellow
a year ago · via Google
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.
Licenses & Registrations
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Location
3450 Uptown Blvd #301, Victoria, BC V8Z 0B9, Canada
Also serves
- Victoria, British Columbia
Frequently Asked Questions
What services does The Dixon Davis Group offer?
The Dixon Davis Group is a financial planning provider in Victoria, British Columbia. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does The Dixon Davis Group speak?
Staff at The Dixon Davis Group are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with The Dixon Davis Group?
Send a request through the form on this page with your name, email and phone. We pass it to The Dixon Davis Group so they can reach you about a time that works, and a Senior Care Path advisor can help you compare financial planners in Victoria. It is free, with no pressure.
Is The Dixon Davis Group verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.