Financial Security Advisor
Together, we can create a financial security plan as unique as your goals and dreams, whether they include:
- Retiring comfortably
- Financing your child’s education
- Providing financial security for your family
- Leaving a legacy for your family or favorite charity
- Owning a home or vacation property
- Building a successful business
My goal is to work with you to build a financial security plan to help you grow and protect your wealth over time. It means you’re working with a plan that gives you the opportunity to enjoy what you’ve worked so hard to achieve. Contact me today and let’s get together to talk about your options. And of course there’s no obligation.
Dale has 37 years’ experience in the Financial Services industry and Home Sales including 11 years as senior lender and Management with Chartered Banks / Trust Companies together with 8 years as a financial planner and 18 years in Real Estate / New Home Sales as well as arranging financing for clients. Whether it’s Insurance , investments to aid you and your family with your savings goals for retirement and security protection I can help you with the financial solutions to get you what you need
Bridgewater Office: 103-129 Aberdeen Road, Bridgewater, NS B4V 2V7
- Tel: 902.527.2936
- Email: email@example.com
Contact Us Today
Contact Us Today
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