The Dixon Davis Group
54Developing3450 Uptown Blvd #301, Victoria, BC V8Z 0B9, Canada
About
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.
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 2026-07-07.
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
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
12 Google reviews
Most recent reviews
Gord M
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.
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
Services
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
Languages Supported
- English
Location
3450 Uptown Blvd #301, Victoria, BC V8Z 0B9, Canada
Also serves
- Victoria, British Columbia