Growing up on the family farm south of Swift Current, Dale learned common sense principles and values that have been the basis for his investment philosophy. Dale's philosophy revolves around the importance of earning regular dividend income from blue chip equities and fixed income. In the good markets this income helps to enhance your returns and in the challenging markets it helps to offset declines in market value. Dale provides clients with regular portfolio reviews, which allows them to monitor their portfolio's growth closely.
Dale joined RBC Dominion Securities in 1988 after graduating from the University of Regina with a Bachelor of Administration degree. For 30 years Dale has guided clients through various stages of their investments. From those starting out investing both inside and outside RSP, to investors accumulating assets in preparation for retirement in the not too distant future. From there Dale helps guide investors through retirement and structures their investments properly to provide tax-efficient retirement income. Dale helps elderly clients wanting to minimize tax issues when passing their estate to other generations.
For farm clients Dale helps them build up their off farm and holding company investments. For those who have sold their farm operation Dale recommends a portfolio of conservative investments to provide a reliable source of retirement income.
Dale relies on the expertise of RBC Dominion Securitie's Financial Planning and Estate Planning Specialists to meet with clients and review their personal situation and provide recommendations for the structure that best suits their situation and needs.