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Financial Planners in Saanichton, BC

How to choose a financial planner in Saanichton

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Mark Lotocky

Mark Lotocky

Advice Only Financial Planner

Dixon Davis Advice Only Financial Planning

Victoria , BC

Licensed Advice Only Financial Planner for Over 10 in financial services years

Mark Lotocky is an Advice Only Financial Planner at Dixon Davis Advice Only Financial Planning, located in Saanich, BC. With over 10 years of experience in financial services, Mark assists families by providing an unbiased overview of their financial situations. He coordinates the necessary expertise to ensure that each family's unique needs are met during challenging times.

Call(250) 413-3230
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