Mark Lotocky
Dixon, Davis & Company
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Member Bio
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Owner of the Dixon Davis Group (dixondavis.com) a fee only financial planning firm serving Canadians virtually nation wide or in Victoria BC. Mark believes that financial planning should be accessible to all Canadians which is why he and his partners don't charge based on how much you have to invest. Mark likes to mix optimizing the numbers (tax, investments and cashflow) with understanding how to live life with intention. As a CPA Mark is a go to in the fee-only space for business, corporation and tax optimization.
Owner of the Dixon Davis Group (dixondavis.com) a fee only financial planning firm serving Canadians virtually nation wide or in Victoria BC. Mark believes that financial planning should be accessible to all Canadians which is why he and his partners don't charge based on how much you have to invest. Mark likes to mix optimizing the numbers (tax, investments and cashflow) with understanding how to live life with intention. As a CPA Mark is a go to in the fee-only space for business, corporation and tax optimization.
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