Dale A. Walters

Dale is a licensed certified public accountant and has earned the personal financial specialist designation, as well as the Certified Financial Planner™ designation in the US.

Dale has over 40 years of experience and is a frequent speaker on US-Canada financial planning and tax-related issues, and is the author of Buying Real Estate in the US – The Concise Guide for Canadians and is the co-author of Taxation of Canadians in America: Are YOU at risk? and Taxation of Americans in Canada: Are YOU at risk?

Having owned and operated many businesses over the years, Dale understands the needs, frustrations, and challenges business owners encounter, including structure, compensation and benefits, pricing, marketing, hiring, culture, mergers, and the successful transition of a business to the next generation of leadership.

Dale is a former collegiate wrestler and former four-time world heavyweight Karate champion. Dale holds a fourth-degree black belt in Judo and a first-degree black belt in Krav Maga.