Dale Abrams, Cfp®, Chs Email & Phone Number

For virtually 15 years, Dale has been successfully providing creative insurance and investment solutions for physicians and acting as their "Personal CFO”.He specializes in tax efficient wealth accumulation and preservation strategies to help his clients minimize taxes, enhance retirement income, and maximize net estate value.Dale is recognized as one of Canada's leading experts on income and asset protection strategies for physicians. He is a keynote speaker to many of Canada's top medical schools and residency programs and has earned the trust and confidence of the physician community in protecting their financial future.Dale, along with the rest of the Abrams Financial team include a vast network of industry resources, including lawyers, accountants, mortgage & real estate professionals, underwriting consultants and actuaries, who they work with to ensure clients receive the best products, services and expert advice for their unique needs.

Listed skills include Disability Insurance, Estate Planning, Critical Illness, Strategic Financial Planning, and 27 others.

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  President

  Abrams Financial

  Jan 2011 - Present - Toronto, Canada Area

  Abrams Financial is the premier independent financial planning firm for Canadian physicians. They specialize in tax efficient wealth accumulation and preservation strategies to help physicians minimize taxes, enhance retirement income, and maximize net estate value.Abrams Financial is recognized as one of Canada’s leading experts on income and asset protection strategies for physicians. They are a sought after keynote speaker to many of Canada’s top medical schools and residency programs and have earned the trust and confidence of the physician community in protecting their financial future.