Nathan Small, CFP, RRC, BSM - Dale & Small Group Private Wealth Management

Nathan Small, CFP, RRC, BSM - Dale & Small Group Private Wealth Management Executive Financial Consultant, Dale & Small Group Private Wealth Management
IG Wealth Management Inc., Mutual Fund Division

Investors Group Financial Services Inc.

Longer days, lighter schedules and just enough breathing room to think about what’s next. Summer is the time to create s...
06/02/2026

Longer days, lighter schedules and just enough breathing room to think about what’s next. Summer is the time to create space for yourself and learn about passive income, an often misunderstood yet curious concept of making money while you sleep. https://tinybfs.com/t/4MH9WL

Helping a parent prepare for retirement can feel overwhelming, especially when pensions, CPP, OAS and investment savings...
06/01/2026

Helping a parent prepare for retirement can feel overwhelming, especially when pensions, CPP, OAS and investment savings all need to work together. For families facing health concerns and an earlier retirement timeline, asking the right questions matters. https://tinybfs.com/t/IawX6g

The Bank of Canada says the financial system has proven resilient after a turbulent year but officials at the central ba...
05/31/2026

The Bank of Canada says the financial system has proven resilient after a turbulent year but officials at the central bank warn risks are mounting on the world stage. https://tinybfs.com/t/NQWUXh

Longevity planning misses out on the importance of community and connection, which research shows to be the best driver ...
05/30/2026

Longevity planning misses out on the importance of community and connection, which research shows to be the best driver of health and a long life. https://tinybfs.com/t/cjpMMR

AI may transform the economy, but today’s spending boom looks fragile. Costs are surging, profits are uncertain, and the...
05/28/2026

AI may transform the economy, but today’s spending boom looks fragile. Costs are surging, profits are uncertain, and the ultimate winners may arrive later. https://tinybfs.com/t/9XkLJd

If haven't yet filed a return for 2025, consider doing so to be able to access valuable benefits and credits. https://ti...
05/27/2026

If haven't yet filed a return for 2025, consider doing so to be able to access valuable benefits and credits. https://tinybfs.com/t/UwqFzU

It was not only the largest maple bond the market has ever seen, but also the largest corporate bond ever issued in Cana...
05/26/2026

It was not only the largest maple bond the market has ever seen, but also the largest corporate bond ever issued in Canada’s history. https://tinybfs.com/t/1ZvwVX

Many people underestimate the work involved in settling an estate. Here's some help on how to get through it. https://ti...
05/25/2026

Many people underestimate the work involved in settling an estate. Here's some help on how to get through it. https://tinybfs.com/t/cPkHqf

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