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.