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.

Personal Life

• Loving husband for over 20 years
• Proud father of two young boys
• 175km Ultra Run around Lake Simcoe
• Completed multiple 100 mile runs

Philanthropic

• Strong supporter of Big Brothers Big Sisters of Peel York
• Passionate about endurance challenges for charity (1,900 push-ups in 2020, 400 pull-ups in 2021)
• Agency Ambassador Award 2020 – BBBS York