Live Your Best Life Now

Elite Wealth Management,

~ Now Accessible to Everyday Canadians

You deserve tailored portfolio guidance, not generic advice. Let a seasoned Portfolio Manager help you build and protect your wealth — without needing millions to qualify.

70% OFF

LIMITED TIME OFFER

CFA® Charterholder | OSC Registered | 10+ Years Experience

100%

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Live Your Best Life Now.

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Live Your Best Life Now.

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Live Your Best Life Now.

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You're Not Just Another Account — You're the Architect of Your Future.

I’m Trevor Dale, a discretionary Portfolio Manager and life insurance advisor. After years managing millions for high-net-worth clients and hedge funds, I created a space where smart, everyday investors get access to the same level of elite service — without the snobbery or minimums.

If you're navigating separation, rebuilding your life, or just ready to finally take control of your financial future — I’ve got you.

You're Not Just Another Account — You're the Architect of Your Future.

Professionals and business owners ready to grow serious wealth

Divorced or separated and need a clean financial game plan

Want customized ETF portfolios, not cookie-cutter advice

Value clarity, confidence, and full transparency

How It Works

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Step 1:

Book a call

MONTHLY

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Step 2:

Get a personalized plan

MONTHLY

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Step 3:

We handle the rest

(including transfers, portfolio construction, and reporting)

MONTHLY

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What they're saying about me

Recent Google Reviews

"Trevor is an absolutely amazing advisor to work with... Trevor was so knowledgeable and relatable and really worked to provide the information in a digest-able and understandable way.

-Nicole

Trevor did a wonderful job helping get all our financial matters in order. He was extremely knowledgeable, kind, and attentive to all of our needs. We can’t wait to work with Trevor for years to come!

-Claudia

Since dealing with Trevor Dale I have been thrilled with the performance of my investments He is thorough and the statements are easy to review.

-Amanda

I have been working with Trevor and he has shown lots of interest in his working and his clients. He is very prompt in returning calls and answering any questions we have by email or by phone. Thank you Trevor.

-Samshad

Being relatively new to Financial investing, Trevor has been more than helpful and knowledgable, taking the time to get to know me and what my goals are. I have appreciated time and insight and together, we are formulating a plan that works for me.

His communication is clear and consistent and I feel that a partnership is building. Trevor is approachable, professional, and respectful.

-Matt

Trevor is professional, always respectful, discreet and responsible as he patiently helps me navigate the world of personal finance. 10/10 recommend!

-M