“Awarded Top Advisory Firm in Canada (2018) by Sun Life Financial”
Over the past 20 years as a Sun Life Financial advisor, and since incorporating in 2001 as DKL Financial Services Inc., Dale's commitment, dedication, and expertise has resulted in DKL Financial Services becoming one of Sun Life Financial’s top corporate advisors and becoming a member of Sun Life Financial's Private Wealth and Estate Services Group.
At DKL Financial Services, we are committed to helping each client create their own legacy. We offer holistic advice, developing financial strategies that incorporate the right mix of insurance and wealth solutions tailored to help create, sustain, and protect long-term wealth. This commitment, dedication and expertise has earned DKL Financial Services a Top of the Table and Life and Qualifying membership with the Million Dollar Round Table association (MDRT). MDRT is an international, independent association of financial services professionals, representing the top 1% of the world's most successful financial services professionals. Membership indicates DKL Financial Services has proven in-depth professional knowledge, innovative solutions and exceptional client service.
Our team provides extensive services to review various aspects of your financial situation. We collaborate with a local team of professionals, including mortgage brokers, accountants, lawyers, actuaries and estate planners. We help you create and tailor your financial plan to help develop, sustain, and protect long-term wealth.