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JEFF DALE
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JEFF DALE, CFP, EPC
Executive Financial Consultant
BRANTFORD, ON
Toll Free 1-800-459-4775 ext. 215
Phone (519) 756-5834
jeff.dale@investorsgroup.com
Years with Investors Group : 14
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What can you expect from me as your Investors Group Consultant?
I'm personally committed to understanding your needs and providing you with in-depth analysis and personalized solutions. With the support of a wide range of highly qualified financial experts in investment, tax and retirement planning here at Investors Group, I'll help you keep abreast of increasing changes in the financial services industry.
Whether you're examining investment performance or wishing to customize your tax and retirement options, you can be confident you'll have the necessary in-depth information you need to make your most important investment decisions.
I'm dedicated to working with you to ensure you achieve your financial goals.
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Professional Organizations and Community Involvement
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Elder Planning Counselor, Canadian Initiative for Elder Planning Studies |
2009 - present
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Certificate Holder, Canadian Securities Course |
2007 - present
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Certified Financial Planner, Financial Planners Standards Council |
2002 - present
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President, Big Brothers Brantford and Surrounging Area |
1993 - 1995
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President, MS Society - Brant Chapter |
2007 - present
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For your privacy and protection, we remind you that email is not for confidential inquiries. Please do not include any confidential information in your message (e.g. account numbers, credit card numbers, social insurance numbers, trade requests or other personal information).
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