Contact · TK Dale Wealth
Start a Conversation
Book an intro call when you are ready. Or send a message first. Either way, you will get a direct answer about whether the relationship is the right fit.
TK Dale Wealth Management Inc. is registered as a Portfolio Manager with the Ontario Securities Commission and provides portfolio management services to Ontario residents.
Prefer to write first?
Send a direct message.
Use the form below. It sends your message directly to TK Dale Wealth and is connected to the firm’s existing contact workflow.
A response, not a sales sequence.
Tell us what you want to discuss. We will review the message and respond directly. A form submission is not a client relationship, and you should not include account numbers, passwords, or other sensitive information.
Rather talk now?
Book an intro call →
Direct contact
info@tkdalewealth.com
(647) 250-7269
The intro call
Thirty minutes. A clear next step.
Your situation
You describe the decisions, accounts, or questions that brought you here. We listen before prescribing a process.
How we work
We explain the discretionary relationship, what it involves, and how responsibility is shared.
Whether it fits
You leave knowing what the next step could be. If the relationship is not the right fit, we will say so.
Where we serve
Ontario residents. Local roots.
TK Dale Wealth Management Inc. is registered as a Portfolio Manager in Ontario and provides portfolio management services to Ontario residents. Our office is at 71 Main St. S., Newmarket, Ontario. We meet with clients in person or virtually.
71 Main St. S., Newmarket, Ontario L3Y 3Y5 · 647 250 7269 · info@tkdalewealth.com
Questions, answered directly
Frequently asked questions.
What happens on an intro call?
It is a direct, no-obligation conversation about your situation, goals, constraints, and what working together could look like. You can ask questions about the relationship, responsibilities, and costs before deciding whether to proceed.
Do I have to book a call to get in touch?
No. You can use the contact form to send a message if you prefer not to schedule a call yet. We will respond directly.
Do you work with clients virtually?
Yes. TK Dale Wealth serves Ontario residents and can meet in person or virtually.
What should I include in my message?
A brief note about what you want to discuss is enough. Do not include account numbers, passwords, or other sensitive information in an initial web-form message.
Will submitting the form make me a client?
No. Submitting a form or booking an intro call does not create a client relationship. Any portfolio-management relationship begins only after the appropriate agreements and onboarding steps are complete.
Next step
One conversation.
Zero obligation.
A direct, no-obligation intro call. You’ll learn exactly how we work and what it costs. We’ll both learn whether this is the right fit — and if it isn’t, Trevor will say so.
Prefer to reach out directly? info@tkdalewealth.com · (647) 250-7269