TK Dale Wealth Management Inc

Contact: (905) 713-7105

Welcome to TK Dale Wealth Management

A Fresh Style of Money Management

If you're looking for an advisor to manage your hard-earned investments and provide you with portfolio management services - so you can enjoy the important things in life like retirement or something else - then you're at the right place. Trevor Dale, CFA is the founder and advisor. Mr. Dale:

● is a registered portfolio manager, obligated to put your needs first.
● tailors a portfolio to your specific goals and needs.
● charges a simple, straightforward fee based on your account size.

Trusted by Families Across Ontario

For over 15 years, Mr. Dale has helped clients down the path of reaching their financial goals. He welcomes the opportunity to learn more about your situation and find out if we are a good fit for each other.

Keeping you Informed Regularly

Founder, Trevor Dale, CFA, manages portfolios for families preparing for retirement and currently in retirement, having worked with high net worth families, pension funds and hedge funds previously.

Bringing Institutional Management Experience

This means that you get the same strategies used for asset allocation that pension funds do and a higher level of service thanks to his background as Portfolio Manager and Director Client Service.

Speak to a Professional

What Services Does Mr. Dale Provide?

Mr. Dale provides a customized approach to investment management that always puts you first. This begins with an in-depth analysis of your family financial and human considerations that dictate your investment strategy. The result is a highly specialized and personalized approach consistent with your goals and needs.

Portfolio Management

I don't sell product or one-size-fits-all solutions. I take the time to understand you and your goals and build tailored investment accounts that meet your desires. I stay up to date on your holdings and keep you updated regularly.

Retirement Planning

Unlike many firms, I give my complete focus to your complex financial needs in retirement to best determine the most appropriate approach. I analyze your income needs for retirement given your unique life desires and help to find the most optimal investment solutions.

Community Driven

When you hire TK Dale Wealth Management it means that you are working with a local, community focused investment professional. Trevor Dale left his job as Portfolio Manager, Director of Client Services and Chief Compliance Officer downtown Toronto to focus on a more local and personal approach.

More Information About TK Dale Wealth Management

Account Size

If you have $150,000 or more in investable assets, contact us today to find out today how Mr. Dale can help you become successful in achieving your desired financial future.

Performance

Many of my clients are looking for their assets to provide an income throughout their retirement years and also leave a legacy. Mr. Dale therefore takes a longer-term view toward performance measurement.

How to Get Started

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.

Location and Contact Information

Shared with SE Telecom
Unit 7, 17075 Leslie Street
Newmarket, ON
L3Y 8E1
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