Private Wealth Advisor
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 in most recent history, 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.
If the lake is not frozen over, you will find Dale and his wife Wendy, of 39 years and counting, somewhere aboard their boat, "Floating Interest", relaxing on the water. As empty nesters of three adult children, the only "kids" now are a couple of Yorkie-Poos.
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.