Welcome to TK Dale Wealth Management - Where Wealth Comes to Grow
Experience TK Dale Wealth & Get The Most Customized and Elite Financial Planning You’ve Ever Had!
Elite Financial Planning - Your Path to Wealth!
Learn About the Services BUT Remember That the Case Studies Will Bring Context and Details!
Why TK Dale Wealth Management?
TK Dale Wealth Management is the perfect solution for senior level employees, business owners and retirees.
☑️ Full Advisory Service!
It is very rare that one individual can advise on all types of investments, insurance solutions, mortgages and real estate in one conversation. Plus a Chartered Financial Analyst designation holder!
☑️ Not Restricted To One Firm or Product!
We can choose from almost any product, company or carrier to give you the best and most appropriate solution without being bound to a restricted offering.
☑️ Fact Based Implementation!
Gone are the days of putting together an asset allocation based off of emotional questionnaires. We use cash flow, fact based decisions to construct investment portfolios, life insurance and mortgage solutions.
You will have a complete plan, that is dynamic and changes as you change…
…as a registered portfolio manager we have the ability to change portfolios as the markets change!
AND, you will have a complete review of your finances with regular meetings!
SO, if you want to Experience a Higher Level of Service and Expertise, and get the financial advice that you deserve…
…Click the Button Below and Watch the Case Studies Today!
About TK Dale Wealth Management, Where Wealth Comes to Grow
TK Dale Wealth Management is located in Newmarket, Ontario and is where wealth comes to grow.
TK Dale Wealth Management was founded by Trevor Dale, CFA, after working in the financial industry for 15 years serving high net worth individuals searching for a better way to manage wealth.
Over the course of his career, Trevor had searched for the formula that worked to give the insight and structure that a pension fund has but to an individual’s wealth. After realizing the many similarities in the structure of a pension fund to a person’s wealth he also saw the many differences in how the money was managed and counselled. He began to structure people the same way that pension funds are structured and that’s how TK Dale Wealth Management was born.
Joining the army reserves, doing reconnaissance at the age of 17, after university he worked in a bank branch and then the bank’s trading floor working with pension funds and hedge funds, working with foreign exchange, stocks, bonds, swaps, options and more.
Prior to founding TK Dale Wealth, Trevor was a portfolio manager, director of client services and chief compliance officer. He helped to launch a new fund, advised high net worth clients and was responsible for the firm’s compliance.
At TK Dale Wealth our mission is to act as the CFO for families retiring in the next 10 years, providing you elite advice while leaving you feeling confident and certain over your financial future… the best version of you.
Portfolio Management and Life Insurance Services Provided by TK Dale Wealth Management
Located inside SE Telecom at 17075 Leslie St. #7, Newmarket, Ontario L3Y 9C4
Mortgage services provide by Trevor Dale, Mortgage Agent
iBridge Capital #13056Plaza 1, 2000 Argentia Rd Suite 302, Mississauga, ON L5N 2R7,