Independent Advice & Planning
For canadian families, employees & self-employed
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★★★★★
“I have trusted Dallas with my investments for years and have always been confident that my money is being managed well. Dallas is upfront, honest, and cares wholeheartedly about each individual client.”
J.K., P.Eng.
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★★★★★
Dallas is an amazing listener! He came up with the perfect combination of tools and strategies to help me achieve my goals. His honesty and integrity shine through and I am so grateful for his advice and assistance. He is always available to answer my questions and offer support.
A.W.
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★★★★★
It’s hard to know if the advice you’re receiving is in your best interest or the advisor’s. Recently Dallas gave us some advice that we KNOW was not in his best interest, but in ours.
K.D.
Services
Planning
Professional advice for life’s milestones and into retirement, helping you save strategically, invest wisely, and spend confidently. We help answer how much to save, which accounts to use and in which order, how long your money will last, and when to take CPP and OAS.
Investments
Leading investment solutions from registered portfolio management firms. Offering your choice of low-cost ETF managed portfolios, Socially-Responsible Investing (SRI) or 100% active portfolio management.
Insurance
Peace of mind to protect that which matters most to you from the derailing effects of death, critical illness and disability. We have access to all major insurance companies to ensure you get the best value.
I’m Dallas. I’ve been dedicated to providing independent financial advice in the client’s best interest since 2017. I believe and have observed, many times over, that the combination of:
Proven strategies;
Tax-efficiency; and
Great financial behavior compounded over time
.. leads to a great financial plan, flexibility and peace of mind in the future.
I’ve passed the QAFP® exam and am working toward the CFP® designation. I’m a licensed insurance broker in British Columbia with the LLQP credential.
When I’m not working, I can usually be found at the gym, tinkering on my motorcycle, or spending time with family. My wife and I look forward to welcoming our first child in early 2025, and I cannot wait to be a father!
I look forward to speaking with you.
– Dallas