TK Dale Wealth Management Inc
Welcome to TK Dale Wealth Management
A Fresh Style of Money Management
If you're looking for an advisor to manage your hard-earned investments and provide you with portfolio management services - so you can enjoy the important things in life like retirement or something else - then you're at the right place. Trevor Dale, CFA is the founder and advisor. Mr. Dale:
● is a registered portfolio manager, obligated to put your needs first.
● tailors a portfolio to your specific goals and needs.
● charges a simple, straightforward fee based on your account size.
Trusted by Families Across Ontario
For over 15 years, Mr. Dale has helped clients down the path of reaching their financial goals. He welcomes the opportunity to learn more about your situation and find out if we are a good fit for each other.
Keeping you Informed Regularly
Founder, Trevor Dale, CFA, manages portfolios for families preparing for retirement and currently in retirement, having worked with high net worth families, pension funds and hedge funds previously.
Bringing Institutional Management Experience
This means that you get the same strategies used for asset allocation that pension funds do and a higher level of service thanks to his background as Portfolio Manager and Director Client Service.
Speak to a Professional
What Services Does Mr. Dale Provide?
Mr. Dale provides a customized approach to investment management that always puts you first. This begins with an in-depth analysis of your family financial and human considerations that dictate your investment strategy. The result is a highly specialized and personalized approach consistent with your goals and needs.
Community Driven
When you hire TK Dale Wealth Management it means that you are working with a local, community focused investment professional. Trevor Dale left his job as Portfolio Manager, Director of Client Services and Chief Compliance Officer downtown Toronto to focus on a more local and personal approach.
