Plan for tomorrow today!
"A leaders greatest legacy is seen through the people they help and lift up along the way."
Dale has spent more than thirty years refining his skills in business leadership, finance, and sales. He is often quoted as saying "Adding value to the visit is the key to a long and successful relationship". Over the last twenty years Dale moved into leadership roles with Word Entertainment and most recently, with Manulife Bank. "My greatest success and reward is having a hand in the success of others".
Now as a Private Wealth Advisor, Dale enjoys the same reward by assisting others along their path to success. "I'm proud to be a part of Rethink and Diversify (our private securities dealer) and bring alternative investments to my clients". In fact, it was while exploring investment opportunities for himself that Dale discovered the broad range of opportunities that exist in the world of Private Capital.
Adding real value to the visit means taking the time to listen. It’s so important to understand what our clients truly need. In a world today where we so often get a “telephone tree” or an on-line solution, it’s nice to know there is someone who will actually listen to us and that, I believe is what sets Dale apart from the many others who offer a financial service.
It would be impossible to truly get to know the people behind every investment company we deal with, but that’s Dale’s goal. He understands that there are many options for our investment dollars, but even in todays automated world, it’s the people who are involved, managing the business, that make the real difference.
Dale and his wife Wendy (forty two years and counting) are empty nesters now, except for a couple of Yorki-Poos. They have spent their entire careers here in the National Capital Region where all three of their (adult) children were raised.
You may be interested to know that I personally invest in many of the private securities that I will show to you. I take great pride in being a good listener, and we will take our time over a cup of coffee to review your options. The goal as always is to add true and tangible value to you and the ones you love.
Give me a call today and let's see if adding a little “Private Wealth” to your portfolio will benefit you.
If there is one thing that I have learned from my twenty plus years of management, it is that being the boss is easy, but being a leader is hard. People matter. Now as a Private Wealth Advisor, I seek daily to put my clients first and to uphold the motto of "seek first to understand, and then to be understood". The most recent decade of my career was spent in the banking world and focused on cash flow and debt management. But I believe it's the experience of managing and leading teams of people that is of the greatest value. Without a relationship our business is simply a transaction.
And as we work together, it will be my goal to develop that trust relationship. Before I begin to work with the various investment companies that we have on “the shelf”, I do my best to get to know the people. It’s no different then when working with you the client. It is true that we can not be expert in all areas of business and I often refer to myself as a quarterback. Whether you are needing a review of your insurance policies, renewing or seeking a mortgage for the first time, my experience and years in the business have allowed me to develop relationships where I can often guide you toward the best person to assist in your situation. Advice can be both free and extremely valuable at the same time!
When we get together, these two words (value and relationship) are ones you will hear often. The focus will be all about You, adding value and diversity to your portfolio and building a solid relationship based on trust and respect. You may be interested to know that I personally invest in many of the private securities I will show to you. I take great pride in being a good listener, and we will take our time over a cup of coffee to review your options……adding “Value to the Visit! Give me a call today!
Please call or email for an appointment
45 Borland Drive, Carleton Place, Ontario, Canada K7C 0K8
09:00 a.m. – 05:00 p.m.
Monday - Friday: 10am - 5pm
Saturday: By appointment