For 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.