Working with individuals, families and business owners with closely-held corporations in the area of retirement planning, estate/legacy planning and structured business succession options.

Comprehensive corporate life insurance restructuring to achieve the maximum benefit for long term business and family planning. Many business owners and professionals have some form of insurance in place that has not been reviewed for a long time. Our detailed analysis can determine if the coverage is still adequate, current, structured properly and cost effective.

We work with senior Advisors within the financial industry to facilitate a structured succession and/or buyout plans.

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Away from the office, my daughters and I are dedicated Calgary Stampeders season ticket holders. We keep busy with piano, biking, gymnastics and going to the gym.

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Certificates and Memberships in good standing:

FP Canada - CFP designation

Advocis - The Financial Advisors Association of Canada

Through his many years of developing relationships with his clients and providing them with financial services, Dale understands that it takes time to earn trust and respect. And just as there are no shortcuts in relationships, there are also no shortcuts to sound investments and building wealth. Both require diligence and dedication, and this is what Dale brings to the table. While he enjoys working with clients from all walks of life, he is especially adept at working with small business owners, providing them with employee benefits, retirement planning, corporate life insurance, and critical illness insurance.

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A member of Advocis and president of D.F. Schnell Insurance Agency Ltd., Dale has also earned designations such as Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU). In his spare time, he explores the outdoors with his grandchildren, and in a charitable capacity, he has led numerous volunteer construction efforts in several third world countries.