TK Dale Wealth Podcast

Mortgage Renewals

Mortgage Renewals

Trevor, my mortgage is renewing, can you help me out?Sure, but most of the time I recommend that they renew with their current lender... only after going through the checklist and making sure that everything else is lined up.Here's 8 minutes on mortgage renewals and...

RRSP Season Is Coming

RRSP Season Is Coming

RRSP season is coming and YES, I'm earlier than everyone else. NOW is the time to start thinking about it. Actually all year long is. In this 15 minute podcast episode I talk about contingency planning and how it factors into your RRSP investments. I also leave you...

Monthly October 2019

Monthly October 2019

Halloween finished up and I can't help but wonder if Trump and China are both putting on masks to have better rhetoric but lack substance and follow through. With the election coming up I also wonder if Trump will look for a deal that lacks the follow through of his...

Return Expectations

Return Expectations

Let's start this conversation with as of October 17, 2019 that US and Canadian central bank interest rates are below 2%.  This is known as the risk free rate. Premiums are built on top of this. Liquidity, credit risk, volatility in revenue, tenure, experience, time,...

Death Does NOT Freeze You

Death Does NOT Freeze You

I had a friend of mine pass away last week. I sat next to him at work every day for 7 years.  I miss him very much and I'm saddened by the family he left behind and how they must feel. I always try to impart some positivity when I go to a funeral or viewing and I told...

The Monthly: September

The Monthly: September

When it comes to wealth management, it is more than just delivering products and providing good service. It is about understanding someone's entire situation and putting the pieces of the puzzle together. How does someone's life fit with their investments, life...

Hypocrites With Debt

Hypocrites With Debt

Host Trevor Dale, Founder of TK Dale Wealth Management and Creator of MillionDollarMortgage.com, talks about how many veterans in business talk about how using debt is a bad thing. The thing they don't tell you is that they themselves likely used debt and a lot of it....

When To Use a TFSA

When To Use a TFSA

Tax Free Savings Accounts, TFSA (not TSFA), are still a relatively new product. Many people are choosing to focus on their RRSP's when it comes to long term retirement planning. There are three essential factors that I believe to be important when considering to use a...

The Monthly August 2019

The Monthly August 2019

US and Canadian markets were flat but intra-month there was a lot of movement and with different sectors there continues to be changes of leadership. This speaks to two things. One is the benefit of holding a diversified portfolio. Second is the benefit of using a...

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