For nearly 10 years, Dale has been successfully providing creative insurance and investment solutions for medical professionals, business owners and high net income individuals & families.
He specializes in tax efficient wealth accumulation and preservation strategies to help his clients minimize taxes, enhance retirement income, and maximize net estate value.
Dale is recognized as one of Canada’s leading experts on income and asset protection strategies for physicians. He is a regular guest speaker to many of Canada’s top medical schools and residency programs and has earned the trust and confidence of the physician community in protecting their financial future.
Dale’s clients appreciate his utmost professionalism and expert advice. His patience and keen attention to detail ensure that his client’s best interests are consistently a top priority and objectives are being achieved. More critically, his personal interest in his clients’ success ensures he regularly goes above and beyond to identify innovative strategies designed to meet his clients’ evolving needs over time.
Dale is very active in his local community and is involved with several charitable organizations, most prominently with Sick Kids, The Hospital for Sick Children. He is a proud husband & father and values the time he spends with his family, friends and clients.
Gabriela provides a full range of professional, executive and administrative support including client relations, marketing initiatives, and new business processing.
Gabriela facilitates the day-to-day operations required to exceed client expectations and provide the highest level of professional service. She finds great fulfillment in assisting clients in their needs and is proud to be part of the Abrams Financial team.
At Abrams Financial, we pride ourselves in aligning with the very best in the business. By partnering with key subject matter experts who bring in-depth knowledge, experience and expertise to the Abrams Financial team, we are able to bring exceptional value to our clients. As a valued client of Abrams Financial, you’ll have access to a wide variety of trusted professional services through our network of strategic partners including Canada’s most trusted:
Our strategic partners will provide you with the highest level of service and expert advice for all of your financial needs!