What Our Clients Have to Say
“I have worked with Dale and his team at RBC DS for many years. Through owning a business, going through the transition of the business and now entering into retirement - it has been a process. We have transitioned the Individual Pension Plan through discussions around the best strategy for my particular situation. The team understands me personally, which enables them to provide the right advice, not only in business transition and investment planning but also in estate planning. Through working with my lawyer, they were able to identify areas that needed to be tweaked to make sure the intent for my estate was laid out how I wanted. They understand my family situation and provide valuable suggestions and advice while working closely with my advisors – accountant and lawyer. Open communication with my advisors allows for decisions to be made efficiently. They understand my wishes and help to make those a reality.”
Tom, Farmer Business Owner, Client Since 1994
“Recently I was going through the transition of my business and was working with Dale and his team at RBC DS. Through completing a financial plan along with reviewing the succession process, the team was able to provide advice to having my business purified prior to the sale. In addition, working with open communication with my accountant around my tax situation to ensure the sale was as tax efficient as it could be including tax planning for the following year around RRSP contributions. The financial planning process has helped in providing clarity to the process and future incomes.
I have had a long-term investment relationship Dale and his team. They are not only professional in what they provide, but they have a very personal touch, which is important to me.”
Mike, Retired Business Owner, Client Since 1997
RBC Client since 1950
“Back when I was 5 years old, I had my first savings account at RBC. My parents instilled in me the importance of saving and investing in yourself. Over the years I have remained with RBC and transitioned to Dale and his team for my investments in 2001. Dale has advised my wife and I for many years in both our personal and corporate investments. With changing environments, his scope of advice has changed as well. He has built his team to provide full-service advice in estate planning, financial planning and charitable gifting. Dale, Amanda, Heather and most recently Cindy, are not only our trusted advisors but friends. They understand our personal situation and always offer advice that is suited based on our goals and wishes. We have never left a meeting disappointed with the advice we were given. We highly recommend Dale and his team.”
Dennis and Penny, Retired Farmers, Client Since 2001
“Throughout the last few years, we have been going through a farm succession. We have worked with Dale and his team to have a financial plan completed along with reviewing the succession process with our accountant. By having our accountant and our financial planner / investment professional all working together, this has given us the advice and direction on the best course of action to proceed with our many moving parts. Not only does Dale and his team work with us, but our extended families as well. They also help to create clarity and provide direction and advice on the estate planning process – through a holding company, beneficiary designations and tax planning. The connected relationship between Dale, his team, our accountant and lawyer, allows us all to be on the same page. Having a financial plan is so important to us when we are making decisions on bigger purchases. It has been a great relationship and we recommend their services to others.”
Colin and Brenda, Farmer Business Owners, Client Since 2005
“My wife Lynne and I have been clients of Dale and his staff for almost twenty years. Not only do they provide us with solid investment advice but we truly appreciate the other suite of services they offer such as estate planning, will planning and tax planning. All done with a coordinated effort between the RBC staff, our accountant and ourselves. We always appreciate the phone updates but even more so the in person visits to review our accounts. I would recommend the Moose Jaw RBC staff to anyone looking for solid investment advice from quality people.”
Gaetan and Lynne, Farmer Business Owners, Client Since 2005
