How we work

As your advisor, I can identify opportunities and help you make informed choices for building and protecting your savings based on your goals and plans for the future.

I can help you:

• assess your current situation by examining your finances,
• set achievable financial goals,
• develop a realistic plan to meet those goals,
• put your plan into action,
• monitor your progress to keep you on track, and update your plan to grow with your changing needs and goals.

I will work with you as much or as little as you choose. I am available to listen to your needs and concerns and work with you to come up with the best plan that suits your needs.

Request a meeting

Contact me

Helpful links

• Sun Life Financial
• My retirement café
• CI Investments
• Globeinvestor
• Canada Revenue Agency (CRA)
• Canada Pension Plan
• Old Age Security
• CNN Money
• Bank of Canada
• Canadian Cancer Society

Testimonials

“Dale’s personality and researched decisions have built our confidence up high and he is recommendable. He will sit down with anyone (rich, poor or otherwise) to discuss strategies, retirement etc. He is worth the time.” Jess and Lyns

“Thank you so much for all of your excellent advice and insight. I always feel so relieved after our meetings. You really have an amazing way of making the financial concepts (which are like Greek to me at times) much more understandable. I really do appreciate all that you do for me and I am very grateful.” Stefani Oakes