Plan with Dallis
Meet Dallis
Dallis is passionate about helping our members achieve their financial milestones through personalized strategies that empower individuals and families to build, protect, and grow their wealth. Dallis’ approach is rooted in fostering trusting relationships, transparency, and a commitment to understanding each member’s unique aspirations. Dallis strives to provide members with confidence and guidance at every stage in their financial journey.
Outside of work, Dallis is an avid sports enthusiast and enjoys the teamwork that sports represent. He also enjoys travelling to new places that inspire him to bring creativity and adaptability into his work.
- Areas of expertise: Investment (Mutual Funds, Stocks, Bonds, and Exchange-Traded Funds - ETFs), Retirement Planning, Estate Planning, Wealth Accumulation
- Credentials: Canadian Securities Course (CSC), Responsible Investment Specialist (RIS), Conduct and Practices Handbook (CPH)
- Spoken Languages: English