About Our Team
Our experienced financial team will guide you with personalized strategies to help you achieve lasting success.
Dale Cahoon
Senior Advisor & Owner
With over 25 years of experience in the industry, Dale has worked as an advisor to clients and in management roles at financial institutions where he was responsible for coaching and training other financial advisors. He graduated from Ottawa University with an Honours degree in Economics and began as an advisor in 1997. He became a CFP, Certified Financial Planner, in 2001 and continues to focus on broad-based holistic planning with clients. After many years of focus on the family market, particularly on estate planning, he has spent the past few years in tax planning for small business owners.
When he’s not hanging out with his son, he still plays a lot of ball hockey and pretends to golf well.
Holly Bindner
Executive Assistant
Holly Bindner has been the dedicated executive assistant for Phoenix Financial Services for several years. She excels at maintaining a personal and friendly relationship with clients, always ensuring prompt and accurate communication and services. Working closely with Dale Cahoon, Holly is committed to driving an efficient and compliant business that not only serves the needs of clients but always provides an individualized solution.
Outside of the office, you will find Holly in the garden, hiking the trails or researching new science for healthy living, as she strongly believes in the power of a work-life balance.
Honoring, Robert Smithyman
It is essential to acknowledge the efforts of our founders, particularly Robert Smithyman, whose tireless commitment to his clients is the source of all that Phoenix Financial Services has become. His commitment to clients was rivaled only by his passion for family, friends, jazz, and, of course, sailing. Robert was a kind soul who genuinely cared about other people; he is dearly missed by all of us.
We endeavour to honour what he built and continue in the tradition he established of putting the interests of clients first in all that we do. Robert leaves behind a rich legacy of families and futures he protected from harm and business owners he helped to prosper. That legacy will endure for a long time to come.
The company was first incorporated in 1980 and started using the trade name Phoenix Financial Services in 1988. Robert took over the business from his father, Colin and his business partners Mr. Meggs and Mr. Rayner. Thus, Meggs Rayner Smithyman Insurance Agency Ltd O/A Phoenix Financial Services has a long and storied history and is truly an intergenerational business.”
Our Story
Phoenix Financial was founded with a single mission: to provide personalized financial planning services that empower our clients to achieve their goals. Our approach combines deep financial expertise with a commitment to understanding your unique needs.
We believe that every client deserves a financial plan that is as unique as they are. Our experienced team will work closely with you to develop strategies that align with your life goals, ensuring your financial future is secure.
Over the years, we’ve helped countless individuals and businesses navigate complex financial landscapes, always with the goal of delivering peace of mind and financial stability. At Phoenix Financial, your success is our success.
Why Choose Phoenix Financial?
We provide tailored financial solutions that align with your goals, ensuring your financial security now and in the future.
Ready to Take Control of Your Financial Future?
Contact us today to start your personalized financial journey.