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Actionable financial advice, we go above and beyond.

Bringing a level of expertise that is relatable and understandable.

We provide insight to increasing your cash flow.

Stock Market State of The Union

2023 ever been an incredible year. We've had some big ups and downs in both the stock and bond markets. The Bank of Canada took its interest rate from 4.25% at the beginning of the year to 5% on July 12 which is where we finished the year. We held portfolios steady...
Violence in the Markets

Violence in the Markets

Violence in the Markets 2023-11-07October turned out to be consistent with it's reputation. Sell off in the beginning of the month and rally in the second part of the month. This appears to be a turning point and as a result, we reallocated most portfolios to reflect...

Thoughts on Canadian Housing

Thoughts on Canadian Housing

Thoughts on Canadian HousingA thought on Canadian housing. Canadian housing affordability is worse than it was in the late 80's and early 90's.One or a combination of three things need to happen to bring this back down: 1)  Wages rise2)  Interest rates decrease3) ...

What We’re Missing About The No Change for the Bank of Canada

What We’re Missing About The No Change for the Bank of Canada

Three Most Important Statements From the Bank of CanadaThe three most important statements in the Bank of Canada's September 6, 2023 interest rate decision press release were: 1. Wage growth has remained around 4% to 5% [above the 3% target] 2. Year-over-year and...

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Investing

Trusted Investment Manager

No more “my portfolio hasn’t changed in 15 years”. Reasonable fees with elite advice and custom portfolios.

Mortgages

Debt & Retirement

Mortgages have a direct effect on your retirement. Find out how to optimize your debt to be paid off sooner. A client first brokerage.

Life Insurance

Multiple Carriers, Advice, Low Cost

Term Insurance ~ Participating Whole Life ~ Universal Insurance ~ Critical Illness ~ Disability Insurance Tax efficient strategies for families and business owners
TK Dale Wealth is your partner in financial strategy. By taking the time to get to know you, your lifestyle, your goals, and the legacy you wish to leave for your family, we reverse engineer a custom-tailored financial plan for your unique needs.

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** 1.5% management fees refer to when we utilize an ETF strategy. For smaller accounts in mutual funds, which rarely happens, compensation in the form of a trailer fee is paid to the portfolio manager by the mutual fund company.