Trevor Dale, CFA
CEO, TK Dale Wealth Inc.
Portfolio Manager, TK Dale Wealth Management Inc.
Life Insurance Agent, TK Dale Wealth Insurance Inc.
Mortgage Broker, TK Dale Wealth Mortgages Inc. Lic. 13359
Bringing almost 20 years of experience in the investments industry, Trevor Dale is your Family CFO, covering everything from financial plans, retirement, portfolio management, to mortgages.
“From financial plans to investments, Trevor proves his passion for wealth management by providing the best options based on current trends.
He is professional, yet personable and is considerate in ensuring your needs are met in an upfront and honest manner. “
Qualifications & Awards
Hi, I’m Trevor Dale, founder of TK Dale Wealth. I structured my company to provide the things that I felt were missing from the financial services industry. I wanted to be able to have conversations that bridged the gaps between investments, debt, real estate and insurance. If there’s one person you can count on, it’s me. I can’t wait to work with you as your Family CFO: helping you to Keep, Grow and Protect your money.
I want you to live your life to the fullest. Here’s how I’ve lived my life to the fullest:
Education and Qualifications
- Chartered Financial Analyst (CFA) designation
- Luxury Home Mortgage Advisor designation
- Previously: Portfolio Manager and Chief Compliance Officer at a hedge fund management company
- Worked on a trading floor with hedge funds and pension funds dealing with foreign exchange, stocks, bonds, options, swaps and more.
- Built a meaningful local practice in a bank branch
- Corporal – Army Reserves, Reconnaissance
- Attended university for aerospace engineering before finding my passion in economics & political science.
- Loving husband for over 20 years
- Proud father of two young boys
- Enjoy ultra running, crossfit, rock climbing, mountain biking and anything fitness oriented
- 175km Ultra Run around Lake Simcoe
- Trying to be vegan!
- Strong supporter of Big Brothers Big Sisters of York Region
- Passionate about endurance challenges for charity (1,900 push-ups in 2020, 400 pull-ups in 2021)
- Agency Ambassador Award 2020 – BBBS York
Why Work With Me?
I bridge the gaps between investments, debt, and wealth to help you achieve your financial goals. Almost 20 years of experience in the investment industry has prepared me to handle any situation and has fine-tuned my strategy to fit each unique client.
Book a FREE consultation to discuss your goals and learn how we can work together to make your financial dreams a reality.