WELCOME
Financial Solutions for Every Stage of Life
With decades of experience in the financial planning and insurance sectors, Dale Harvey started Compass Point Financial Strategies in early 2017. Serving individuals, businesses and organizations in Western Canada, Compass Point Financial Strategies provides you with comprehensive financial planning services. Licensed in Alberta, British Columbia and Saskatchewan.
Services include financial strategy, tax strategy, retirement planning, estate planning, insurance, investments, portfolio analysis and group benefits.
WHY YOU NEED A FINANCIAL ADVISOR
Grow Your Wealth
The right financial plan now is the key to your future financial freedom.
Reach Financial Goals
The right financial plan now is the key to your future financial freedom.
Peace of Mind
The right financial plan now is the key to your future financial freedom.
Invest Wisely
The right financial plan now is the key to your future financial freedom.
Plan Well
The right financial plan now is the key to your future financial freedom.
Personal Service
The right financial plan now is the key to your future financial freedom.
DALE HARVEY
Independent Financial Advisor
I am a Financial Advisor based in Nanaimo, British Columbia.
Like a compass, I consistently point people in the right direction. Since 1985, I’ve built my career steadily through one positive referral at a time.
Unlike financial institutions that service thousands of people and barely communicate with you,
I emphasize face-to-face personal service with frequent check-ins. I am here for you and always ready to serve you and your money best. I pay great attention to your details and work with you to achieve your financial goals.
I offer advice on tax strategy, savings, investments, retirement planning, estate planning, and much more. I am here to sharpen your financial goals; provide sound financial advice; create a financial plan that makes sense for you; modify your financial plan when things change; increase your personal wealth; and help you prepare for your future financial needs.
Questions? Give me a call or send me a message.
Pointing You In The Right Direction
Expert advice and assistance with investments, insurance, savings, retirement planning, estate planning, and more.
Book A Free Consultation
Request for an appointment
Mutual funds are sold through Portfolio Strategies Corporation. Other products and services are provided through LifePlan Financial Group Services.