Overview

Dale McLeod’s Agency is the Caribbean’s Leading Financial Services Provider. Operating from two locations, a North Office at 6 & 6A Saddle Road, Maraval, and a South Office at 100 Cipero Street San Fernando; the Agency was established in 1998 and is managed by the Caribbean’s most prolific and trailblazing Top Producer, Dale McLeod. An Agent for Guardian Life of the Caribbean Limited, Dale McLeod is Managing Director of KRAT Investments Limited, a Certified Financial Planner and is highly recognized as one of the leading financial services advisors and salespersons in Trinidad and Tobago. Dale operates in a league of his own, setting the pace for his Unit Managers and agents in his agency to emulate. Apart from an astounding 23-time Guardian Group, Top Producer wins, he serves on the Million Dollar Round Table (MDRT) Top of the Table Advisory Board; a Caribbean milestone, since he is the first Caribbean national to be invited to serve in this capacity. He is also the first and only person in the Caribbean to have qualified for MDRT Top of Table seventeen (17) times. Dale McLeod’s Agency boast of a reputation for hard work, discipline and a tradition of following through and delivering on established goals. The Agency is committed to providing exemplary client service while displaying the highest standards of ethics and professional knowledge as the dominant provider of personal financial services within our operating markets. Redefining success the Agency, has claimed an unmatched number of accolades which including Guardian Group, Branch of the year, an unprecedented 10 -times and Guardian Group, Top Producing Branch 2017. Our circle of achievers pledges to prioritize customer relations by continuing to provide customers, stakeholders and the wider community with continuous superior financial services, quality services, professionalism, in addition to an overarching promise to assist the less fortunate wherever possible.