Family CFO & Strategist
Retirement Planning
Getting you to a comfortable retirement and keeping your comfortably retired.
We do this by securing your required income and growing your portfolio. Learn More
Intelligent Debt
Most people want to pay down their debt fast and they should!
Let’s do this intelligently and see if we can get the debt to pay itself down! Learn More
Luxury Homes
Trevor Dale, CFA is a certified Luxury Home Mortgage Advisor who specializes in financing luxury homes.
There are many solutions for multi-million dollar purchases, refinances and renewals. Mr. Dale works with many banks, credit unions, trust companies and private capital. Learn More
Commercial Lending
Land Acquisition financing, Construction Financing, Purchase Financing, 100% financing, Equity Take out, Refinance, Investment Property, Short Term Lending – bridge & Gap.
Industrial, apartment, office, retail, multi-use and environmental are some examples. Learn More
Family CFO & Strategist:
When your needs are complex: simplicity and integration is what we do.
Wealth management doesn’t have to be overwhelming nor complicated. We review all aspects of your financial and human capital to expertly guide you to achieving your goals through our goals-based wealth management process.
This is a dynamic plan that grows with you as you grow.
Tax-efficient investment solutions, mortgage debt integration, retirement optimization, wealth maximization, investment and commercial property financing and estate planning are only some of the benefits of hiring TK Dale.
Contact Us
Articles
Interpretation of Recent Markets
Coronavirus, Canadian delinquencies, CP rail disruptions, Canadian job numbers and the recently proposed changes to the mortgage stress test. This is on the economic backdrop of extremely high consumer debt, high corporate debt on the negative side and low housing...
Monthly January 2020
With 2019 behind us I wanted to point out the difference in performance of the Canadian TSX and US markets S&P 500. This talks about the importance of having a purpose behind investing and while not all years will work out in the desired way, it proposes that...
Monthly December 2019
December and January market info seemed to be more news driven than data driven. Overall perspective is weakness in Canada and strength in the US. This can be seen in the comparative returns between the US S&P 500 (up 28.9% in 2019 not including dividends) versus...