Description
A Chartered Investment Manager, Financial Management Advisor and Fellow of the Canadian Securities Institute joined Investors Group in 2015. Ryan Dales, a Chartered Investment Manager, Financial Management Advisor and Fellow of the Canadian Securities Institute joined Investors Group in 2015. Ryan provides holistic financial planning services and customized strategies which allow clients to build wealth and achieve all their financial planning goals.
Ryan is a graduate of the Business Administration Program at St. Lawrence College in Kingston, ON. He has also completed the following courses: Wealth Management Techniques, Portfolio Management Techniques, Technical Analysis and Advance Retirement Management Strategies.
Since moving to Kingston in 1997, Ryan has been active in the community serving on the Board of Directors for Big Brothers and Big Sisters of Kingston and coaching basketball with the Kingston Impact basketball Club.
My goal is to provide superior customer service to residents of Kingston and surrounding area. I help my clients identify their financial goals and what is truly important to them. I then develop and assist in implementing a comprehensive financial plan which allows them to achieve these things.
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facebook.comManaging Your Money - Your affordable dream home
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Thank you to my friend and Almost Home Kingston president Sarah Ross for hosting this years "Bid of Entertainment" event. A great event for a great cause!
Managing Your Money - Tax credit check list – get’em all
Avoid the clawback
Getting a tax refund? Spend it or not?
Pensions decisions – six keys to a great retirement
Timeline Photos
Spending the morning at the Kingston home show. Come on by for a chance to win $10,000!
This week in the markets | Investors Group
Equipping youth with the basics of financial literacy principals gives them a solid foundation for making important financial decisions in the future. Watch this video and contact me to learn more. #MoneyandYouth http://goo.gl/8DuZS5
Tax season is upon us Here are the RRSP details you need to know: • Deadline: February 29, 2016. • Maximum contribution for 2015 is $24,930 (depending on earned income) • You can carry forward unused contribution room from previous years. Find your personal maximum allowable contribution on your most recent notice of assessment from the Canada Revenue Agency.
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