Members

Mark Lotocky

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Mark Lotocky

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.

Specializations

Corporate Financial Planning
Corporate Tax Planning
Financial Planning
Tax Planning

Designation(s)

CFP (Canada)
CPA

Compensation Models

Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based

Professional Associations

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Education

University

Assets Under Management

Practice Size

2 to 5

Investment License

Provinces Licensed (Investment)

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