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.
Have you considered changing HOW you live? The bigger house, the maintenance, the stress? Have you considered selling your luxury home and buying a luxury condo? With the proximity to the lifestyle you love and none of the maintenance it can be a beautiful move for...
2020-03-02 Normally I don’t like to talk about the news as I focus on reports and data however there is a lot of reports and data in the news last week. Coronavirus has been all consuming to the markets and the developments have been quick. To me the difference is...
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...