Join us for the Balancing Stocks, Bonds and Real Estate Webinar!

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Join an exclusive webinar on building generational wealth.

This helps people understand the different avenues to achieve their financial goals and secure their financial wellbeing.

WIIFM: What’s In It For Me?

  • Learn to accumulate cash
  • Learn to find hidden areas in your budget
  • Learn how traditional stock and bond investing can be augmented with real estate
  • Learn to build generational wealth
  • See live examples of investment properties
  • Learn to build cash flow in retirement
  • Learn to build cash flow for today


Our Keynote Speakers

Trevor Dale

CEO, TK Dale Wealth Inc.
Portfolio Manager, TK Dale Wealth Management Inc.
Life Insurance Agent, TK Dale Wealth Insurance Inc.
Mortgage Broker, TK Dale Wealth Mortgages Inc. Lic. #13359

Passionate about helping families building wealth

Trevor Dale has been in the financial services industry for almost 20 years. Prior to starting his own firm he has worked on a bank’s trading floor, for a hedge fund and in the bank branches.

He started his own firm so that he could help families build wealth.

David Chiarucci

Realtor and Investor

Keller Willams Empowered

Meet David Chiarucci, a seasoned real estate investor and Keller Williams realtor with over 15 years’ experience investing in the GTA market. David made his first investment at the age of 22 and has been building his portfolio and helping others build wealth ever since. David, has also held several leadership positions in the industry, including serving as the former CEO of KW Empowered. In his most recent role as Leader of growth at KWE, he fostered a culture of innovation and excellence within the organization.

As an investor, David has experience in a range of strategies, including Buy&Hold, BRRR, Value-add, and condo investments. David is a knowledgeable and experienced real estate professional who is committed to helping their clients build their wealth through real estate.

Register Now

This will be a webinar that you won’t want to miss.

See actual examples of investment properties owned and how they augment traditional stock and bond portfolios.

Register today!