As a professional financial advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Dale Folk, CPA, CMA
Dale has successfully achieved the Certified Management Accountant (CMA) designation , is a graduate of the University of Regina and founding member of the Canadian Association of Mortgage Professionals.
Dale brings more than 20 years’ experience in various public sector, non-profit, public practice accounting and financial services sectors to his position with FundEX Investments Inc.
Dale has built his reputation on the basic principle of putting the client’s interest first, while providing a full range of services to help clients meet their individual financial needs.