Dale Berg has spent over 19 years in the financial services industry specializing in dealing with complex financial issues that many business owners face on a day-to-day basis. He has an extensive background in Insurance, Estate, and Retirement planning, and applies his knowledge to help clients make the right choices when considering all product and service options that exist in today's marketplace. Dale believes a customized needs based approach is the best way to lead a client to the ultimate end result of financial independence.

Dale is currently an active member of Advocis and the Assante Regional Advisory Council. Here he has been involved on committees that are responsible for making decisions that affect the industry's future. He is also a member of the Financial Planners Standards Council that sets strict industry practice standards for financial planners to follow.

A former industry educator for the Life Underwriters Association of Canada, Dale assisted new advisors in acquiring the knowledge they needed to become successful and has taught many sessions on how to become an industry professional. Dale is a former industry manager and Silver-producing member of the Life Managers Association of Canada, an association that recognizes exceptional skills in attracting, and retaining quality people into the financial services industry.

Dale attended the Saskatchewan Technical Institute where he received his Business Administration Diploma. While working in the financial industry he also achieved his Chartered Life Underwriter (CLU), Chartered Financial Consultant (Ch.F.C), and Certified Financial Planners (CFP) designations.

Dale has been a resident of Saskatoon since 1964, and has formed his foundation in Saskatoon with his wife Holly and their three kids Mitchell, Carter and Houston.

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