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Home
  • Home
  • About Me
    • Dale Harvey
    • Call our Office
    • Email Us
  • Your Goals
    • Life Stages
      • Starting Out
      • Young family
      • Established Family
      • Retiree
      • Single
      • Call our Office
      • Email Us
    • Protecting your Family
      • Critical Illness Insurance
      • Health & Dental Insurance
      • Student Insurance
      • Term Life Insurance
      • Travel Insurance
      • Visitors to Canada
      • Call our Office
      • Email Us
    • Growing Your Investments
    • Lowering Your Taxes
    • Planning Your Retirement
    • Running a Business
    • Saving for Education
    • Securing Your Legacy
    • Call our Office
    • Email Us
  • What We Do
    • Financial Strategy
    • Retirement Planning
    • Estate Planning
    • Tax Planning
    • Portfolio Analysis
    • Insurance Analysis
    • Call our Office
    • Email Us
  • Podcast
  • Resources
    • Calculators
    • Debt Management
    • Financial Library
    • Government Sites and Forms
    • Life Planning
    • Resource Articles
    • Video Library
    • Call our Office
    • Email Us
  • Contact Us
    • Book a Meeting
    • Subscribe
    • Call our Office
    • Email Us
  • Portfolio Access
  • Call our Office
  • Email Us

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432 Lenhart Ave
Nanaimo, BC V9S 4X3

Phone: (250) 616-7595

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Mutual funds and exempt securities are offered through Portfolio Strategies Corporation. Non-securities products and services are provided through Compass Point Financial.

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