Independent Portfolio Management · Ontario
The taking out part has rules. We plan around them.
TK Dale Wealth is an independent Ontario portfolio management firm. RRIF minimums, withdrawal order and retirement income, planned with structure and discipline by the Portfolio Manager you actually talk to.
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Withdrawal planning
RRIF minimums, the OAS clawback threshold and the order of your accounts, mapped before the deadlines arrive.
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The Portfolio Manager you actually talk to
Direct access to the CFA charterholder who makes the investment decisions.
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Structure beats improvisation
A written mandate and one transparent fee, provided in writing before you commit.
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Income planned first
We plan retirement income the way pension funds do, with your cash flow mapped out first.
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