Experience and expertise 
Sometimes, you need the advice of an expert. I have a team who can help: 

  • Find solutions for more complex situations 
  • Find tax advantages 
  • Arrange mortgages 
  • Design employee benefit and savings plans for business owners 

Let’s get started today. 

Living benefits

We all feel invincible until we suddenly aren’t anymore. But you can help minimize the impact an injury or a serious illness has on your plans. Insurance can provide you a tax-free payment if you’re diagnosed with a serious illness or a monthly income if you can’t work. 

 

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Dale Meisner

Financial Security Advisor
Investment Representative

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

CONTACT
Bridgewater Office: 103-129 Aberdeen Road, Bridgewater, NS B4V 2V7

Contact Us Today

Recent Posts

Financial planning for 2SLGBTQI+ families

May 24, 2023 - Canada Life

From financial planning to estate planning, there are many aspects to financial wellness that are unique to 2SLGBTQI+ individuals, partnerships and families. Here are some considerations for your individual 2SLGBTQI+ financial planning...

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April 2023 market update

May 05, 2023 - Canada Life Investment Management Ltd.

For the month ending April 30, 2023...

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What is an Employee Assistance Program?

May 04, 2023 - Canada Life

Learn what could be offered and how your confidentiality is protected with an Employee Assistance Program. This free service could provide help for financial, caregiver, health, or relationship concerns...

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Ask an advisor: Why work with an advisor?

Learn the benefits of working with an advisor to help build a financial plan for your future.

 

 

View video script

 

Description: This animated video introduces two characters named Lauren and Amina and illustrated graphics to show how an advisor can help create a financial plan to reach your goals.

Text “Ask an advisor” appears. The camera zooms out as the text lands in an outlined square. “Why work with an advisor?” fades in below. An illustration of a handshake draws on the right side of the frame.

Lauren: I could buy my insurance and investments online. Why should I work with an advisor?

Description: Lauren sits outside at a café table with a lemonade in front of her.

Amina: My advisor sees the big picture of how all my finances fit together.

Description: Cut to show both Lauren and Amina sitting at the table.

Amina: I might miss something important doing it myself.

Description: The frame fades to reveal various graphics representing a new pet, life insurance, marriage, estate planning, new home, luxury car, speed boat, health coverage, travel and cottage.

Amina: There’s a plan to achieve all my goals,

Description: A line enters the frame to select Lauren’s goals: life insurance, a new home, health coverage and a cottage. All other graphics fade away.

Amina: even when new ones pop-up.

Description: The advisor’s hand moves into the frame to add a travel goal.

Amina: If something unexpected happens in the economy or the markets, I won’t freak out thinking I have to change or fix something.

Description: The line and goals move up and down to represent a shifting stock market.

Amina: My advisor updates me regularly, so I feel confident I’m on track.

Description: Amina’s hand moved into frame, holding her phone. A notification appears on her phone with a mail icon that reads: “New message.

Amina: With an advisor, my financial future is one less thing I need to worry about.

Description: Cut back to Amina sitting at the table, showing Lauren her phone.

Text “Let’s talk. Contact me today.” appears with legal line: “Video produced by Canada Life. canadalife.com 1-204-946-1190”