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Blake Dalton, CFA

Investment Advisor

Home» Our services» Corollary services

Our services

Corollary services

Retirement planning — I structure comprehensive, written financial plans by evaluating your future income needs against expected income streams.

Goal-oriented, long-term asset management — Using all available information, I develop tax-effective investment strategies tailored to your personal risk tolerance strategy, goals, tax issues, time frame, personal preferences, and liquidity needs.

Life insurance^† — As a licensed life insurance advisor, I can protect your family’s future against the premature death or disability of the income earners.

Intergenerational wealth transfer — I maximize your estate to benefit your heirs. Through strategic wealth transfer planning, I can help you make sensitive and significant decisions about the preservation of your estate and the future distribution of your wealth.

Business succession planning — It is critical to protect the future success of your business in the event that one of the partners dies.

Asset transfer — This helps to make sure your family doesn’t have to sell the cottage to cover taxes.

Charitable giving — Ask me about solutions to help you benefit the foundations and institutions that are most important to you while minimizing your own tax burden through the Macquarie Private Wealth Client Gifting Program and other strategies.

^†Insurance products and services are offered through life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc. (“MPW”)

The comments contained herein are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own tax advisors for advice with respect to the tax consequences to them, having regard to their own particular circumstances.

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.