Tim Dalliday, Advisor

Contact me to discuss personal health plans for your family or business. Did you know the premiums are tax deductible?

Provincial health coverage takes care of essential medical services.
Individual health coverage helps manage the costs of additional care such as vision, prescription medications, health professional services, and even dental care.

Learn how GMS health insurance can help support your everyday health needs. Visit https://na3.hubs.ly/y0tJSb0

Does the daily news have you worried about your savings and retirement plans? I can help you filter the noise and keep you on track!

Whether you’re discovering new cities, chasing sunsets, or reconnecting with the people who matter, every trip is to be remembered for special reasons.

With GMS TravelStar® Emergency Medical Travel Plan, you can explore with confidence knowing you’re covered if something unexpected happens along the way.

Know more about GMS TravelStar® Emergency Medical Travel Plan. Visit https://na3.hubs.ly/y0r0Km0

Today March 2nd is RRSP deadline day for the 2025 tax year.
With all the recent geopolitical activity and market volatility now is a great time to make sure your RRSP/TFSA investment portfolios line up with your risk profile and retirement plans!

Send a message to learn more

Message me for great rates on Out of Country travel insurance from GMS a Canadian nonprofit company from Regina. Drug & dental plans, group benefits also available!

GMS Health and Travel Insurance Choose confidence with GMS

Is the onset of snow inspiring you to book a warm weather getaway? Don’t forget to purchase Out Of Country Emergency Medical Coverage. Contact me for a competitive quote from a Canadian not for profit health insurance company. ✈️☀️🏥

I'm happy to share that I have moved my financial practice over to Experior Financial as a Senior Financial Associate. Reach out to me to book a coffee meeting to catch-up and see how I can help you with your financial goals. Call or message me at (705) 559-7538.

Call now to connect with business.

Don't be shocked when you receive your semi-annual investment statement. Perhaps it's time for a portfolio review and update your risk tolerance? Asset allocation is responsible for over 90% of year long term return. Contact me to setup an appointment.

Canadian pension returns down 14.5% in first half | Advisor's Edge Average Canadian defined-benefit plan tracked by Northern Trust contracted 8.8% in Q2