Mainland Wealth provides independent financial advice and planning for Canadian families, employees, and self-employed individuals. Led by Dallas, the firm helps clients build financial security, make informed decisions, and work toward goals such as a flexible retirement. Dallas has offered financial advice since 2017, with a focus on acting in clients’ best interests through proven strategies, tax efficiency, and positive financial habits. He has passed the QAFP exam, is working toward the CFP designation, and is a licensed insurance broker in British Columbia.

Mainland Wealth offers planning for life’s milestones and retirement, including guidance on saving, choosing and prioritizing accounts, estimating how long money may last, and deciding when to take Canada Pension Plan and Old Age Security benefits. Investment options include managed portfolios from registered portfolio management firms, with low-cost exchange-traded fund portfolios, socially responsible investing, and fully active management available. The firm also provides insurance solutions to help protect against the financial effects of death, critical illness, and disability, working with major insurance companies to seek suitable value for clients.