Submit your question to Dale! (Make sure you include your name & your municipality)
At Prosperity Planning, I work with people to help them understand their situation. I aim at helping people create the life they've always wanted. One of my favourite quotes is “Real Happiness is Providing Service” – there’s no better feeling than when you have done something to help people and they appreciate you. As a Certiﬁed Financial Planner I take my work very seriously and I am constantly educating myself so I can give the best advice possible.
Helping clients achieve their goals. Being a trusted ﬁnancial planner is the most rewarding feeling, and you know you’re trusted when clients refer their family and friends to you – that’s the biggest compliment I can get. I like making a difference through community involvement.
The West Shore feels like a small community where people are friendly and you can’t walk down the street without seeing someone you know. It's where I raised my daughters so it will always be my home.