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
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...
Using Debt To Invest
Using debt to invest is often labelled as absolutely wrong for most people. I'll have you consider that likely your largest investment was done using large amounts of leverage. If you put $100,000 on a $700,000 house then you are 7 times leveraged. The reason that you...
When to Invest In RRSP’s
When is the right time to start investing in RRSP's? NOW. Make sure that you start the process immediately. If you don't have time and you're looking to invest DO THIS ONE THING TODAY: Send an email to your current advisor or an advisor that you would like to work...