About Dale Swan

SWAN Principle – As your Raymond James Financial Advisor, I will help you to better understand the financial implications of your various personal, business and career pursuits. Whether you are an educator, entrepreneur, business or other professional, or perhaps already retired, together we will work to translate your goals and life passions into an effective financial strategy; one which will help you achieve your stated objectives over time, but also allow you to Sleep Well At Night!

Approach – Plan > Empower > Achieve

Drawing from my more than 25 years of financial planning and investment advisory experience, I counsel my clients on a broad range of strategies and solutions. Further supported by my extended team of experts, I construct and guide tailored investment portfolios, which I believe ensure objectivity and promote efficiency and proper diversification, at a fair price...

Wealth Planning – Addressing multiple, often competing, goals/needs

• Retirement – optimization of RRSPs and pensions, with other savings
• Education planning for children and grandchildren
• Insurance and risk management – analysis, concepts and solutions
• Tax planning – mitigation, deferral and efficiency strategies
• Estate and legacy – family and philanthropic goals
• Business goals – structure, taxation, succession planning
• Investment management – integration of planning goals with return expectations, time horizon, risk tolerance, cash flow and liquidity needs