Eau Claire Partners
Insurance Licensed held in
AB, SK & ON
CML Canadian Mortgage Lender
Licensed in Alberta
www.cmlmortgages.com
Dale Parry
Pivot Your Finances
Mission
Pivot Your Finances is committed to providing essential educational resources on mortgages, budgeting, and credit score improvement. We also empower you to navigate various insurance options, ensuring clarity and confidence throughout your financial journey. Our platform is designed to offer personalized guidance tailored to your unique financial needs.
About Me
I am a licensed Mortgage Professional and Administrative Manager with CML Canadian Mortgage Lender, having helped build this team in 2008 and served the industry since 2003. In my management role, I collaborate closely with VPs and mortgage professionals to ensure seamless operations and exceptional client service in our dynamic financial environment.
Specialized Expertise for 2026
As of 2026, I am proud to be Smith Manoeuvre Certified and Equifax Credit Certified. These designations allow me to provide a higher level of strategic value to my clients:
-
The Smith Manoeuvre: I specialize in helping homeowners implement this powerful legal tax-strategy, converting mortgage interest into tax-deductible investment loan interest to build wealth faster.
-
Credit Optimization: With my Credit Certification, I provide expert guidance on improving and maintaining your credit profile to unlock the best possible lending rates.
Comprehensive Financial Protection
In addition to my mortgage work, I am a licensed Life Insurance Advisor with Eau Claire Partners, entering the field in 2024 through the Alberta Insurance Council (AIC). I am fully licensed to serve clients across Alberta, Saskatchewan, and Ontario.
Community & Commitment
Living in Lynnwood SE, Calgary since 2006, I have a deep appreciation for this city and my local community. Whether you are looking to renew your mortgage, refinance for debt consolidation, or access equity for business growth, I offer tailored products that fit your life. Most importantly, I work for you—not the lenders—prioritizing honesty, expertise, and integrity in every interaction.
My Team and Referral Network
I have invested years in building a strong network that allows me to approach new challenges with confidence and precision, supported by the expertise necessary to achieve successful outcomes. In the area of mortgages, I collaborate directly with Neha Tandon; together, we share a deep commitment and enthusiasm, dedicated to fulfilling our clients' aspirations.
Why Choose Us
Expert Guidance
Our team of financial professionals is ready to provide you with valuable insights and customized strategies to enhance your financial health and achieve your objectives.