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Dixon, Davis & Company
Financial Planner
May 01, 2019 1 year ago
CFP (Canada) RFP
Founding Member
Bio
Lenore Davis is a 30-year veteran of the financial planning industry in Victoria and is currently past Chair of the Institute of Advanced Financial Planners.
She learned her profession while contracted with Mutual Life of Canada, working in life and disability insurance, taxation and investing. Lenore qualified as a Chartered Financial Planner and, in 1988, became a partner in Dixon, Davis and Company. She was awarded the designation of Registered Financial Planner in 1995 and Certified Financial Planner in 1996.  
Lenore is active in the financial planning community on Vancouver Island as a mentor to aspirants to both the CFP and R.F.P. designations.  Never too busy to have a coffee with people contemplating a career in financial services, financial planning or wealth management, she delights in exploring with others the myriad opportunities offered in our profession.   

 
Lenore has always been an active sports enthusiast. She is currently president of the Wicket Maidens Cricket Club and played against Bermuda in September 2006 as a member of the Canadian Women's Cricket XI.  A past president (and player for) of the Velox Valhallians Rugby Club, an enthusiastic pioneer of women’s ice hockey in northern BC, and recently a director of the Women Division of Gorge Vale Golf club, Lenore can be found traipsing about various golf courses from coast to coast in pursuit of the elusive 59.  
 
Lenore has been seen chortling to the writing of Terry Pratchett and P.G. Wodehouse when she isn’t searching the second hand bookstores for English – and, more recently, Canadian – murder mysteries.
Personal Information
250 413 3230
Female
Victoria
Masters
Employer Information
Dixon, Davis & Company
1027 Pandora Ave
Victoria BC V8V 3P6
Canada
2504133230
Practice Information
Financial Planner
1987
None
2-5
Fee Only - Flat Fee/Project Based Fee Only - Retainer Based Fee Only - Hourly
British Columbia
No
IAFP
Corporate Financial Planning Estate Planning Financial Planning Insurance Planning Retirement Income Planning Tax Filing Tax Planning