Dale Rosso
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Dale Rosso Email & Phone Number

Investment Specialist and Financial Coach at Canada Revenue Agency - Agence du revenu du Canada
Location: Greater Calgary Metropolitan Area, Canada, Canada 10 work roles 1 school
1 work email found @scotiabank.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email d****@scotiabank.com
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Current company
Canada Revenue Agency - Agence du revenu du Canada
Role
Investment Specialist and Financial Coach
Location
Greater Calgary Metropolitan Area, Canada, Canada
Company size
9737 employees

Who is Dale Rosso? Overview

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Quick answer

Dale Rosso is listed as Investment Specialist and Financial Coach at Canada Revenue Agency - Agence du revenu du Canada, a company with 9737 employees, based in Greater Calgary Metropolitan Area, Canada, Canada. AeroLeads shows a work email signal at scotiabank.com and a matched LinkedIn profile for Dale Rosso.

Dale Rosso previously worked as Agent at Canada Revenue Agency - Agence Du Revenu Du Canada and Investment Specialist at Scotiabank. Dale Rosso holds B.Comm., Finance from University Of Calgary.

Company email context

Email format at Canada Revenue Agency - Agence du revenu du Canada

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{first}.{last}@scotiabank.com
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Profile bio

About Dale Rosso

As an Investment Specialist and Financial Coach, I draw on my investment expertise and years of financial planning experience to help my clients realize their financial goals.  I am committed to nurturing long-term relationships with my clients. An in-depth understanding of their goals and financial situation ensures relevant advice and solutions that are tailored to meet their unique needs. My clients also appreciate the convenience of meeting with them at a time and place that fits their needs. Using a disciplined approach, I advise my clients on the following valuable services:*Goals/financial assessment

Listed skills include Portfolio Management, Wealth Management, Mutual Funds, Investments, and 14 others.

Current workplace

Dale Rosso's current company

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Canada Revenue Agency - Agence du revenu du Canada
Canada Revenue Agency - Agence Du Revenu Du Canada
Investment Specialist and Financial Coach
canada
Website
cra-arc.gc.ca
Employees
9737
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Company profile
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10 roles · 33 years

Dale Rosso work experience

A career timeline built from the work history available for this profile.

Investment Specialist

Scotiabank

Calgary, Canada Area

Identified client needs and developed individualized financial plans supported by Scotiabank’s financial planning tools (NaviPlan) to help achieve client financial goalsProactively generated sales leads and referrals from existing clients, and ensured that all transactions were executed in accordance with all regulatory, client and enterprise risk.

Jul 2017 - Jun 2018

Investment Fund Specialist

Franklin Templeton Investments

Calgary, AB

Proactively generated sales leads and referrals from existing clients, and ensured that all transactions were executed in accordance with all regulatory, client and enterprise risk management expectationsEducated and supported clients regarding individualized asset mix and security selection to help strengthen existing relationships and secure additional.

Feb 2014 - Oct 2014

Investment Specialist

First Calgary Financial

Calgary, Canada Area

Established positive working relationships with branch personnel, facilitated and mentored staff-client interactions to promote increased acquisition and consolidation of new client assetsIdentified client needs and developed individualized financial plans supported by Qtrade's financial planning tools (PlanPlus) to help achieve client financial.

Jul 2011 - Jan 2014

Securities Specialist

Investors Group

Calgary, Canada Area

Supervised and supported 130 Consultants (managing $156 million in assets for high net worth clients/prospects) by providing client portfolio analysis, account reviews, individual securities research and trade advisory services Developed and delivered regional training, presentations and seminars on products, platforms, business building concepts and.

May 2007 - Jul 2011

Branch Manager

Pi Financial Corp.

Calgary, Canada Area

Managed full service branch and ensured clients were provided with responsive, effective and qualified advice and securities order execution services. Monitored and maintained compliance with securities regulations within the context of "Know Your Client" and "Suitability" rulesActively recruited new Investment Advisors from competing firms to increase.

Dec 2004 - May 2007

Branch Manager

Global Securities Corporation

Calgary, Canada Area

Jun 2000 - Nov 2004

Manager, Trading

Royal Bank Action Direct

Calgary, Canada Area

1998 - 1999 ~1 yr

Team Leader/Registered Representative

Green Line Investor Services

Calgary, Canada Area

1993 - 1996 ~3 yrs
Team & coworkers

Colleagues at Canada Revenue Agency - Agence du revenu du Canada

Other employees you can reach at cra-arc.gc.ca. View company contacts for 9737 employees →

KR Karl Reyes Karl Reyes Colleague at Canada Revenue Agency - Agence Du Revenu Du Canada Winnipeg, Manitoba, Canada, Canada View → VD Victoria Driscoll Victoria Driscoll Colleague at Canada Revenue Agency - Agence Du Revenu Du Canada Canada, Canada View → MR Melanie Randall Melanie Randall Colleague at Canada Revenue Agency - Agence Du Revenu Du Canada Norfolk County, Ontario, Canada, Canada View → AM Anjali Monga Anjali Monga Colleague at Canada Revenue Agency - Agence Du Revenu Du Canada Laval, Quebec, Canada, Canada View → VG Vlad Gubic Cec Vlad Gubic Cec Colleague at Canada Revenue Agency - Agence Du Revenu Du Canada Winnipeg, Manitoba, Canada, Canada View → RR Rashi Rastogi-Passi, Mba Rashi Rastogi-Passi, Mba Colleague at Canada Revenue Agency - Agence Du Revenu Du Canada Greater Sudbury, Ontario, Canada, Canada View → MF Mary-Lyne Fournier Mary-Lyne Fournier Colleague at Canada Revenue Agency - Agence Du Revenu Du Canada Gatineau, Quebec, Canada, Canada View → JH Junqi Hong Junqi Hong Colleague at Canada Revenue Agency - Agence Du Revenu Du Canada Greater Ottawa Metropolitan Area, Canada View → SE Sherin Emmanuel Sherin Emmanuel Colleague at Canada Revenue Agency - Agence Du Revenu Du Canada Ottawa, Ontario, Canada, Canada View → JG Joseph Gordon Joseph Gordon Colleague at Canada Revenue Agency - Agence Du Revenu Du Canada Portland, Oregon, United States, United States View →
1 education record

Dale Rosso education

FAQ

Frequently asked questions about Dale Rosso

Quick answers generated from the profile data available on this page.

What company does Dale Rosso work for?

Dale Rosso works for Canada Revenue Agency - Agence du revenu du Canada.

What is Dale Rosso's role at Canada Revenue Agency - Agence du revenu du Canada?

Dale Rosso is listed as Investment Specialist and Financial Coach at Canada Revenue Agency - Agence du revenu du Canada.

What is Dale Rosso's email address?

AeroLeads has found 1 work email signal at @scotiabank.com for Dale Rosso at Canada Revenue Agency - Agence du revenu du Canada.

Where is Dale Rosso based?

Dale Rosso is based in Greater Calgary Metropolitan Area, Canada, Canada while working with Canada Revenue Agency - Agence du revenu du Canada.

What companies has Dale Rosso worked for?

Dale Rosso has worked for Canada Revenue Agency - Agence Du Revenu Du Canada, Scotiabank, Franklin Templeton Investments, First Calgary Financial, and Investors Group.

Who are Dale Rosso's colleagues at Canada Revenue Agency - Agence du revenu du Canada?

Dale Rosso's colleagues at Canada Revenue Agency - Agence du revenu du Canada include Karl Reyes, Victoria Driscoll, Melanie Randall, Anjali Monga, and Vlad Gubic Cec.

How can I contact Dale Rosso?

You can use AeroLeads to view verified contact signals for Dale Rosso at Canada Revenue Agency - Agence du revenu du Canada, including work email, phone, and LinkedIn data when available.

What schools did Dale Rosso attend?

Dale Rosso holds B.Comm., Finance from University Of Calgary.

What skills is Dale Rosso known for?

Dale Rosso is listed with skills including Portfolio Management, Wealth Management, Mutual Funds, Investments, Credit, Retirement Planning, Banking, and Mortgage Lending.

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