Dale Wilson, MBA, PEng, BScEE

Enigma
DISC Type : dci

Partner, National Practice Leader, R&D, Government and Business Incentives, SR&ED Specialist at Kreston Global

Toronto, Ontario, Canada

Overview

Dale Wilson is a Partner and National Practice Leader for R&D and Government Business Incentives at Kreston Global. With a unique background as a Professional Engineer and an MBA from Queens University, he specializes in SR&ED tax services for clients in AI, Robotics, Life Sciences, and Manufacturing.

He has over 20 years of experience leading tax practices at major firms like Baker Tilly, RSM, Deloitte, and EY, helping companies maximize investment tax credits and government incentives.

His dual expertise as an Electrical Engineering specialist and a senior tax director provides a rare and valuable perspective for technology-focused companies.

Personality Overview

Hard To Convince

Persuasive & Assertive

Friendly Yet Blunt

They are likely to ask many questions and look heavily for supporting proof as well as information.  They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing

Topics They Care About

R&D Tax Incentives
His entire career is focused on leading Scientific Research & Experimental Development (SR&ED) tax services to help companies maximize their investment tax credits.
AI & Robotics
His professional headline explicitly states his focus on advancing the AI and Robotics sectors through government and business incentives.
Semiconductor Industry
He lists semiconductors as a key area of global R&D expertise and focus in his current role.

Media Appearances

Kreston GTA Announces New Partner. Featured in Kreston Global

See Now

Work History

6-2023
Partner, National Practice Leader, R&D, Government and Business Incentives, SR&ED Specialist at Kreston Global
6-2023
Partner, National Practice Leader, R&D, Government and Business Incentives, SR&ED Specialist at Kreston GTA
9-2020
Firm Tax Director, Tax Practice Leader, R&D, Government and Business Incentives, SR&ED Specialist at Baker Tilly Canada
6-2014
Senior Tax Director, Tax Practice Leader, R&D, Government and Business Incentives, SR&ED Specialist at RSM Canada
Partner, National Practice Leader, R&D, Government and Business Incentives, SR&ED Specialist at INNOCENTIVE Research Advisory Partners Inc.

Education

MBA from Queen's University
Bachelor of Science (BSc) from University of Saskatchewan

More Information

Social Presence :

Prographics :

Exp : 11 Location : Toronto, Ontario, Canada Job Level : Mid-senior Designation : Partner, National Practice Leader, R&D, Government and Business Incentives, SR&ED Specialist at Kreston Global
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Insights For Selling To Dale

During A Call Or A Meeting

DO's

  • Help them realize that any personal risk in making this decision is far less compared to what the results could mean for them
  • Let them lead the discussion, create opportunities for them to speak if they are not very forthcoming
  • Build rapport slwly without rushing, it will come handy to handle hard questions later

DONT's

  • Don’t brush off any concerns, take all questions seriously. They are easily deterred
  • Avoid making offhand commitments, understand the root of their concerns first
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dale is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Dale

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Dale move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Dale take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Dale

Personality Compatibility


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