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Our Services
INtegral to your family�s financial success.
| Our team of service and portfolio specialists are devoted exclusively to delivering comprehensive strategies and sophisticated solutions to high net worth families and business owners. |
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| Some of the many services we offer include: |
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- Investment and cash flow planning
- Income tax and estate tax minimization strategies
- Customized and separately managed portfolios
- Business succession planning
- Risk assessment / risk management
- Philanthropic concerns
- Business and stock option planning
- Investment tax minimization strategies
- In-trust accounts, RRSPs, RRIFs, RESPs, LRIFs, LIFs, joint accounts
- Stocks, mutual funds, bonds, T-Bills, GICs
- Insurance*: life, critical illness, disability, health, travel
- Mortgage services**
* Insurance products provided through Dundee Insurance Agency Ltd.
** Mortgages available by referral through Dundee Mortgage Services, powered by Invis. |
Our professionals have years of experience servicing high net worth individuals and are proactive in providing fully integrated, customized wealth solutions to every family:
- Christine LaLiberté, CIM, FCSI, Senior Investment Advisor, Private Client Group, Dundee Wealth Management
- Derek Wyborn, B. Comm., Chartered Accountant, Partner, Heming, Wyborn & Grewal
- Cary Heming, B. Comm., Chartered Accountant, Partner, Heming, Wyborn & Grewal
- Paul Grewal, B. Comm., Chartered Accountant, Partner, Heming, Wyborn & Grewal
- Trish Fedewich, B.Comm., and Norm Witt, B.A., M.B.A., Notaries Public, Fedewich & Witt
- Nick Smith, Lawyer, Legacy Tax + Trust Lawyers
| The LaLiberté Investment Team is a preeminent private client advisor and wealth counseling firm dedicated to helping corporate and high net worth individuals and families protect their wealth. |
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Our Mission:
To build long-term relationships with families;
guiding their life decisions with expertise, integrity and caring.
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CONTACT US:
For more information on how you can benefit from the experience of the LaLiberté Investment Team professionals, contact Jen Moulder, Licensed Sales Assistant at 604-575-6911 (toll free 1-866-575-6911) or by email at jmoulder@dundeewealth.com
If you wish to contact a specific team member directly, please see our webpage titled "Our Team" for more information. |
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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 DundeeWealth Inc., its subsidiaries, or its affiliates, including, but not limited to Dundee Securities Corporation, Dundee Private Investors Inc., Dundee Private Investors Ltd., Dundee Insurance Agency Ltd., and Dundee Mortgage Services. 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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