Helping You To Make Successful Risk & Insurance Decisions

With thousands of products, institutions and little time…

…We give you the tools you need to protect what matters most.

You need to protect your family but you want to be enabled to make the right decisions

We help you put context around your risks and provide you with options. Fully explaining the costs, benefits and drawbacks of each product so that you can make an informed and educated decision.

We are here for you to make better decisions, to protect your family, at reasonable costs.

We also look to put in protections in case you stay healthy that you can receive your premiums that you paid back.

Ask us how and start the conversation today… 

Take The 3 Minute Financial Plan

You’re busy and it’s important to take a few minutes to get everything re-calibrated and confirmed.

Portfolio Management services provided by

TK Dale Wealth Management Inc.

Life Insurance services provided by

TK Dale Wealth Management Inc.

Mortgages services provided by

TK Dale Wealth Mortgages Inc.

FSRA # 13359