Family CFO & Strategist
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.
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...
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...
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...