Dallas Bosko didn’t set out to work in the finance industry. In fact, after completing a Bachelor of Arts in history at the University of Winnipeg, his first career was in education. 

Then something happened that changed the trajectory of his life: his father lost a significant amount of money due to an unscrupulous financial advisor. And when Dallas began to talk about his father’s experience with other people, he soon realized that many others have also encountered advisors who put their interests before that of their clients.

So Dallas decided to become the kind of financial planner he would have wanted for his father.

As a CERTIFIED FINANCIAL PLANNER®️ and Registered Retirement Consultant, Dallas is passionate about teaching financial literacy. He doesn’t want clients to make a decision just because he tells them that something is the right thing to do – he wants them to understand why it’s the right thing to do. 

His philosophy is that it’s your money, and you deserve to have someone take the time to explain all the nitty gritty details of things like investing, tax, and estate planning. He believes that you should feel in control when it comes to your wealth, not reliant on someone else’s opinions. 

Dallas enjoys helping clients reach those lightbulb moments when financial planning starts to make sense.

He recently worked with a client who had received a large lump-sum payment but had little experience with investing, saving, or retirement planning. Dallas helped him understand how to put that money to work in a thoughtful way. After seeing the results, the client told Dallas that was the moment he “got it.”

Today, that client is building his savings and taking meaningful steps toward a retirement plan.

These are the moments that he lives for, the ones that make him excited to get up and go to work every morning.

Outside of work, Dallas loves spending time with his family, either staying active outdoors or relaxing at their cottage. He also coaches his son in basketball and his daughter in soccer.

Some people are just born educators. Whether Dallas is out on the court or field with his children, or in a meeting with a client, his gift for empowering others shines through.

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