TK Dale Wealth Management Inc
Contact: (905) 713-7105
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.
More Information About TK Dale Wealth Management
How to Get Started
The first step to seeing if TK Dale Wealth Management is a good fit for you is contacting us. With his wide experience and specialty in portfolio analysis, Mr. Dale will provide you with a complimentary portfolio analysis including a breakdown of the fees you're currently paying (including the ones you don't see that you're paying!).
If you decide to become a client, he will personally guide you through the transition process while his back office handles the mechanics to make this as comfortable and continuous as possible.
After becoming a client you will have direct access to Trevor Dale who will be your main point of contact and serve as a long-term team member of your family.
You'll also have access to educational resources such as webinars and other communications from him as the portfolio manager.
