Michael Dehal Cross-Border Wealth Management Expert Joins Tom Hegna on the Podcast "Financial Freedom with Tom Hegna"

TORONTO - EntSun -- We are pleased to announce a new Podcast episode of "Financial Freedom with Tom Hegna," featuring Michael Dehal. Tom Hegna, an accomplished TV show host, speaker, and economist with over three decades of experience, was joined by Michael Dehal, a distinguished Canadian financial services professional, philanthropist, and Senior Portfolio Manager at Raymond James, Dehal Investment Partners Ltd. Michael specializes in private wealth management and institutional cash management.

Based in Toronto, Michael's journey in finance began at the age of 16 when he acquired his first stock. He subsequently earned his CMA/CPA and CIM designations and obtained licensing to offer services to US residents. This dual licensing is a key differentiator, enabling Dehal Investment Partners Ltd. to provide multinational wealth management services to corporations and assist employees transferring between the US and Canada. Michael and his firm adeptly manage investment accounts and retirement savings across both sides of the border, facilitating a unified financial plan, retirement strategy, and investment approach.

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Michael is also deeply committed to philanthropy. In 2020, he received the Wealth Professional Award for Excellence in Philanthropy and Community Service. This recognition acknowledges his role as CEO of the Cleft Prevention International Foundation, an organization dedicated to reducing the incidence of cleft lip and palate anomalies, a cause he champions due to his personal experience with the condition. Furthermore, he serves on the family services committee at the American Cleft Palate-Craniofacial Association and supports several orphanages in India.

A short clip of the podcast interview with Tom Hegna and Michael Dehal is available below.

https://www.youtube.com/watch?v=sqL9wwxJ7nc



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.

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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.

To learn more about Michael Dehal and Dehal Investment Partners visit https://www.dehalinvestments.com/.

Whether you're at the beginning of your retirement journey and need a kickstart or if you need that final boost to get you across the finish line, "Financial Freedom with Tom Hegna" has got the juice with new episodes every week. Listen and subscribe today https://art19.com/shows/financial-freedom-with-tom-hegna.