Address269 Laurier Avenue West
Ottawa, ON K1P 5J9
My BackgroundDale has been diligently taking care of high net worth retail and corporate clients since beginning his career at BMO Nesbitt Burns in August of 1995. A graduate of Business Administration at the University of Ottawa, Dale serves the Investment and Financial Planning needs of clients in both Ottawa and the Ottawa Valley where he grew up.
As a firm believer in continuing education, he is a CERTIFIED FINANCIAL PLANNER® professional and has earned the prestigious Fellow of the Canadian Securities Institute (FCSI). In addition, he has obtained his Chartered Investment Manager (CIM) and Financial Management Advisor (FMA) designations. Dale is also a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. and is able to offer options trading for his clients. His most recent accomplishment was the completion of the Branch Managers Course.
Although he is an avid golfer and fisherman, his greatest passion is spending time with his family. His charitable endeavors include his work supporting Candlelighters. Their mission is to provide assistance to families of children coping with childhood Cancer. Dale resides in Hunt Club with his wife Josée and daughter Chloé.
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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.