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Philosophy
Our expertise lies in understanding a client�s financial priorities and then helping them to create measurable financial goals that are specifically designed to focus on the attainment and preservation of their wealth both on a generational and inter-generational basis.
We believe that it is extremely important that not only our advisors but also our staff enhance their knowledge. To accomplish this everyone involved continues to upgrade their skills by attending various conferences throughout North America, interviewing many industry professionals, enrolling in different industry courses and studying information relative to our business on a day to day basis.
It is our belief that it is important to maintain consistent lines of communication to ensure that all our clients are kept up to date. One way to accomplish this is by holding seminars which include information on topics such as; Effective Investment Strategies, Retirement Planning, RRSP�s and RRIF�s, Mutual Funds, and Estate Planning, Education Planning, Tax Planning and Insurance.
We also contribute to our clients health and well-being as well by hosting special seminars such as;
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Dale Carnegie speaker Rob McIntyre,
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Robin Sharma, Author of "Leadership Wisdom", "Monk who sold his Ferrari", "Who will cry when you Die"
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The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Dundee Wealth Management, its subsidiaries, or its affiliates, including, but not limited to Dundee Securities Corporation, Dundee Private Investors Inc., Dundee Insurance Agency Ltd., and Dundee Mortgage Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered. |
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