Blake Dalton, CFA
Director, Wealth Management, Portfolio Manager
I have over 15 years of experience in the financial industry and have spent the majority of them administering the diverse investment and retirement needs of affluent Canadian families. Having completed industry licensing and financial planning studies, I hold the Chartered Financial Analyst (CFA) designation, widely considered the hallmark of investing excellence, and a degree in Economics and English from Queen’s University.
Over the years, I have developed a specialty of providing customized solutions for Chartered Accountants in auditing, accounting and M&A advisory businesses, who must comply with strict guidelines that forbid them from investing in companies for whom they provide services.