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Coming Up on CNBC Michael Dehal Joins Tom Hegna on "Financial Freedom with Tom Hegna"
S For Story/10671789
TORONTO - s4story -- Michael Dehal will be featured on "Financial Freedom with Tom Hegna" this Saturday, at 2:00 PM EST on CNBC. Michael, a Senior Portfolio Manager at Raymond James and leader of Dehal Investment Partners Ltd., will join economist Tom Hegna for a discussion on financial strategies.
Based in Toronto, Michael specializes in private wealth management and institutional cash management. He is uniquely dually licensed to serve clients in both Canada and the U.S., allowing him to provide multinational wealth management services to corporations and individuals, including those transferring between the two countries. This cross-border capability enables a unified financial plan, retirement plan, and investment strategy, regardless of whether clients are moving from Canada to the U.S. or vice versa.
As Michael notes, "The US component allows us to broaden our horizons in both Canada and the US. We are seeing more of it, not only with people who get transferred for work, but also snowbirds and those who just don't want to have an advisor in both countries."
Michael's integrated approach helps clients navigate the financial, tax, and legal complexities of cross-border wealth management, addressing investment accounts, retirement savings, taxation rules, residency rules, and estate planning.
More on S For Story
Beyond his professional expertise, client service is a core value for Michael. He emphasizes, "Your clients have to put their trust and confidence in you and you have to give back to them with service." Michael is also a dedicated philanthropist, having won the Wealth Professional Award for Excellence in Philanthropy and Community Service in 2020. This was partly due to his role as CEO of the Cleft Prevention International Foundation, an organization focused on decreasing cleft lip and palate anomalies, a cause close to his heart as he was born with the condition. He also serves on the family services committee at the American Cleft Palate-Craniofacial Association and supports several orphanages in India.
Below is a short clip of the interview with Tom Hegna and Michael Dehal, scheduled to air as sponsored content on CNBC September 13th at 2:00 pm EST. If you are concerned about outliving your retirement savings or protecting your principal from market fluctuations, you won't want to miss this episode.
https://www.youtube.com/watch?v=Q9PL2_A-X5M
The sooner one embarks on an efficient financial path, the more significant the positive impact on retirement income streams.
More on S For Story
Tom Hegna CLU, ChFC, CASL is an author, speaker, and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the "optimal" way. His goal is to equip listeners with practical tips and information to make smarter financial decisions.
Michael Dehal MBA, CPA, CMA, CIM® holds Series 7 and 66 licenses, enabling his team to serve U.S. residents as well as Canadians with IRAs with cross-border services. He also works closely with CFOs and treasurers of public companies, private corporations, governments and charitable organizations in helping them maximize their rates on cash deposits.
Don't miss this informative episode of "Financial Freedom with Tom Hegna" coming up on CNBC on Saturday September 13th at 2:00 pm EST. To learn more about Michael Dehal and Dehal Investment Partners visit https://www.dehalinvestments.com/.
Based in Toronto, Michael specializes in private wealth management and institutional cash management. He is uniquely dually licensed to serve clients in both Canada and the U.S., allowing him to provide multinational wealth management services to corporations and individuals, including those transferring between the two countries. This cross-border capability enables a unified financial plan, retirement plan, and investment strategy, regardless of whether clients are moving from Canada to the U.S. or vice versa.
As Michael notes, "The US component allows us to broaden our horizons in both Canada and the US. We are seeing more of it, not only with people who get transferred for work, but also snowbirds and those who just don't want to have an advisor in both countries."
Michael's integrated approach helps clients navigate the financial, tax, and legal complexities of cross-border wealth management, addressing investment accounts, retirement savings, taxation rules, residency rules, and estate planning.
More on S For Story
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Beyond his professional expertise, client service is a core value for Michael. He emphasizes, "Your clients have to put their trust and confidence in you and you have to give back to them with service." Michael is also a dedicated philanthropist, having won the Wealth Professional Award for Excellence in Philanthropy and Community Service in 2020. This was partly due to his role as CEO of the Cleft Prevention International Foundation, an organization focused on decreasing cleft lip and palate anomalies, a cause close to his heart as he was born with the condition. He also serves on the family services committee at the American Cleft Palate-Craniofacial Association and supports several orphanages in India.
Below is a short clip of the interview with Tom Hegna and Michael Dehal, scheduled to air as sponsored content on CNBC September 13th at 2:00 pm EST. If you are concerned about outliving your retirement savings or protecting your principal from market fluctuations, you won't want to miss this episode.
https://www.youtube.com/watch?v=Q9PL2_A-X5M
The sooner one embarks on an efficient financial path, the more significant the positive impact on retirement income streams.
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Tom Hegna CLU, ChFC, CASL is an author, speaker, and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the "optimal" way. His goal is to equip listeners with practical tips and information to make smarter financial decisions.
Michael Dehal MBA, CPA, CMA, CIM® holds Series 7 and 66 licenses, enabling his team to serve U.S. residents as well as Canadians with IRAs with cross-border services. He also works closely with CFOs and treasurers of public companies, private corporations, governments and charitable organizations in helping them maximize their rates on cash deposits.
Don't miss this informative episode of "Financial Freedom with Tom Hegna" coming up on CNBC on Saturday September 13th at 2:00 pm EST. To learn more about Michael Dehal and Dehal Investment Partners visit https://www.dehalinvestments.com/.
Source: Spotlight Television
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