Financial Services

Financial Planning

Dave Dale Insurance does not directly provide Life Insurance or Financial Planning services, we refer those inquiries to Robert Klassen. Robert Klassen is an independent Certified Financial Planner who has been protecting the lifestyles of Kootenay/Boundary residents with investment solutions since 1988, and insurance solutions since 1996. He brings to his role 18 years of experience in the financial services industry, including work with a chartered bank and a large mutual fund firm.

For more information on how his services can be of help to you, visit www.cfp-ca.org and www.advocis.ca or contact him directly.

As a Certified Financial Planner since 1998, Rob has agreed to adhere to high standards of competence and ethical practice as he assists people to achieve their goals, which may include:

• The endowment of a long and comfortable retirement.
• The need/desire to intervene meaningfully in the financial lives of children.
• The ability to fund in whole or in part the education of grandchildren.
• The capability to provide quality care to one’s parents in their later years.
• The ability to leave a meaningful legacy to a much-loved school, charity or other institution.