TK Dale Wealth Podcast

I Stopped Running at 4am

I Stopped Running at 4am

This past weekend I set out to run from midnight until sunrise. It was a long run but I was up for the challenge... or so I thought. I was camping at Mosport Racetrack (now Canadian Tire Motorsport Speedway) and you camp right beside the track itself. It's a really...

175km run

175km run

So many times we operate day to day on the status quo. It is a survival mechanism that makes our lives easier.  We look to build on what we do so that we don't have to rethink every single move. We build big things off of this including our current jobs, spouse,...

The Monthly – July 2019

The Monthly – July 2019

Annuities are something that people know are out there, may know a little about the basic framework but don’t know much more than that. Let’s dive into them for a moment before we go into: Recap of podcasts Annuities Market overview Using segregated funds for creditor...

Hedge Fund Strategy: Merger Arbitrage

Hedge Fund Strategy: Merger Arbitrage

Trevor Dale, CFA discusses one hedge fund strategy called merger arbitrage. This is what the name would have you assume, it is a strategy around mergers. Further it is trying to take advantage of the pricing discrepancies within the merger, called arbitrage....

Hedge Fund Strategies: Market Neutral

Hedge Fund Strategies: Market Neutral

Most people know the word hedge fund but very few actually know what the term means and even less know how the strategies work. In this episode Trevor Dale, CFA, Founder TK Dale Wealth Management and Creator of MillionDollarMortgage.com, outlines the strategy and how...

Individual Stocks vs Funds

Individual Stocks vs Funds

There is an age old debate about whether to own an individual stock or a fund containing multiple individual stocks. There are many merits to both. In this episode I lay out the difficulties for each, strategies, a specific ETF that I use and how I go about investing...

Real Estate Opportunity

Real Estate Opportunity

There is a new government program coming out which is intended to help first time home buyers purchase places under $590,000 to individuals or couples who have a household income of less than $120,000. It comes in the form of an equity partnership where the government...

Estate Planning & Your Portfolio

Estate Planning & Your Portfolio

Estate planning is something we know we should do but the actual mechanisms of doing so can be a little more complicated. I had a family that has 85 year old grandparents in long-term care, they have a portfolio currently of around $1 million, are selling the...

Leaning on Resources

Leaning on Resources

Have you ever had a time when you wished that you had help? This morning I asked for my wife's help with drop off of one of the kids. I don't like to ask more of her as she already does so much for our family however time dictated that I would be better off with some...

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4 Experience TK Dale Wealth & Get The Most Customized & Elite Financial Planning You've Ever Had!

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Experience TK Dale Wealth & Get The Most Customized & Elite Financial Planning You've Ever Had!

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Experience TK Dale Wealth & Get The Most Customized & Elite Financial Planning You've Ever Had!

Step #1: Enter Your Name & Email Address...

Step #2: Click the Button Below to Get Access To the Case Studies!!

AMAZING! LET'S GET STARTED!

Experience TK Dale Wealth & Get The Most Customized & Elite Financial Planning You've Ever Had!

Step #1: Enter Your Name & Email Address...

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AMAZING! LET'S GET STARTED!