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

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Kitchener, ON
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.

07/19/2026

Amid interest-rate uncertainty, investment advisors are sticking with short-duration bonds—but some are finding opportunities to add a little pop. https://tinybfs.com/t/jvrceJ

07/18/2026

Here’s how 2026 trend predictions are tracking mid-year across geopolitics, AI and new technologies, inflation, economics, and people risk. https://tinybfs.com/t/raAPw8

07/17/2026

Evacuation orders are under way in parts of northwestern Ontario, as more than 140 wildfires rage in the region. https://tinybfs.com/t/eWUUCM

07/16/2026

Investors should diversify away from purely dollar-denominated assets, considering options like unhedged international equities, commodities, or foreign-currency bonds to recalibrate their portfolios for this new regime. https://tinybfs.com/t/3v5bJI

07/15/2026

Pickles, ice chests and high-tech towels are just some of the hacks for staying cool in one of the hottest jobs. https://tinybfs.com/t/LwCFRb

07/14/2026

Discover why “core pursuits” matter more than money for retirement happiness—and learn a simple Top Five exercise to design a purpose-driven, thriving life after work. https://tinybfs.com/t/ughJgM

07/13/2026

One country that had nothing to with the war in Iran may have something to do with it, analysts say. https://tinybfs.com/t/ORe1FN

07/12/2026

An unexpected family connection has raised painful questions about inheritance, legal rights and elder vulnerability. When a previously unknown half-sister resurfaces and an aging parent has no will, emotions and estate law can quickly collide. https://tinybfs.com/t/ztJoIA

07/10/2026

The investor says that without the demanding schedule, startups are “going to fail.” https://tinybfs.com/t/IxbMHo

07/08/2026

Everyone hopes their trips go smoothly, but when it comes to summer travel, hope is not a strategy. Europe is a bit messy right now, and this is what you need to think about before flying. https://tinybfs.com/t/FV97dW

Address

Kitchener, ON

Telephone

+15198976655

Website

http://dalesmallgroup.ca/

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