Tailored Investment Accounts

Serving Newmarket and surrounding area.
Make An Appointment

Did you know that most financial plans aren’t plans?

A Financial plan without actions is just financial analysis. This is why people get a “financial plan” and never look at it again.

A plan is something that has steps to be followed in order to generate an outcome.

Retirement Plans should include:
🔹 A financial analysis
🔹 Actions (creates a plan)
🔹 Follow up every 6 months (keeps plan current)
🔹 Investment Policy (custom portfolio made relevant to you)
🔹 Keep portfolios current with the market

Find out why these five items need to be part of your financial plan.

 

Have an Active Vision, Strategy, & Roadmap to Reach Your Goals

Our job is to help you take the lifestyle you envision and make it a reality. We take intangible concepts and create a numerical roadmaps.

It can be hard to articulate the retirement that you desire. We assist you with constructing and articulating that dream so that we can create a portfolio that funds your lifestyle.

 

Our Approach to portfolios

Cash Flow Based Asset Allocation

~ Portfolio construction that is grounded in your lifestyle which dictates your expected cash flows. While risk tolerance is factored, portfolios are primarily built with actual life usage in mind.

Top Down Macro Economic Analysis

~ Starting with global macro economic analysis, we assess which countries and currencies are expected to outperform while mitigating portfolio drawdown. From there we perform sector analysis and seek optimal exposure that aligns with your Investment Policy providing the best risk adjusted returns.

 

What Exactly is Portfolio Management? Do I really need it?

Portfolio Management

Tailored portfolios are constructed based on two fundamental influences: When do you need cash flow? How much cash flow do you need? Our sole focus is to construct a portfolio that maximizes returns while providing consistent cash flows even in down markets.

Every client goes through a Success Strategy Session followed by a Financial Plan before creating your personalized Investment Policy.

 

Do You Need A Tailored portfolio?

Are you approaching retirement?

Has your portfolio stayed the same for the last 15 years?

Are you looking for comprehensive financial strategies?

Do you want to know how much assets you need to retire?

Do you want reasonable fees AND premium advice?

How will you create an income in retirement that you can take comfort in?

What We Can Help You With

Financial Strategies

Portfolio Reviews

Financial Planning

Asset Allocation

U

Research

Security Analysis

Portfolio Construction

Cash Flow Analysis

Expand Your Team

Having a portfolio manager on your side can help you make decisions about your retirement, job changes, tax planning and capital allocation.

We act as your Family CFO. It’s our job to provide you with information so you can make informed decisions that help you realize your dreams.

 

Have an Active Vision, Strategy, & Roadmap to Reach Your Goals

Our job is to help you take the lifestyle you envision and make it a reality. We take intangible concepts and create a numerical roadmaps.

It can be hard to articulate the retirement that you desire. We assist you with constructing and articulating that dream so that we can create a portfolio that funds your lifestyle.

 

TK Dale Wealth: Investment Advisor Newmarket, Aurora, Bradford, Kleinburg and surrounding areas

Contact

Phone

(647) 250-7269

Email

info@tkdale.com

Address

#7-17075 Leslie St., Newmarket, ON L3Y 8E1